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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-07 |
| NY | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
500 E. Broward Blvd Suite 900, Fort Lauderdale, FL 33394 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Buffalo | NY | 02/2012 | 09/2020 |
| Sagepoint Financial, Inc. | Syracuse | NY | 09/2020 | 09/2023 |
| Osaic Wealth, Inc. | Syracuse | NY | 09/2023 | Present |
1) INSURANCE SALES POSITION: Senior partner NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/15/2021 ADDRESS: 225 Wilkinson St, suite 107, Syracuse NY 13204, United States DESCRIPTION: identify insurance needs for existing and prospective clients including soliciting insurance 2) EXCELSIOR WEALTH PARTNERS POSITION: Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 09/28/2020 ADDRESS: 225 Wilkinson Street, Suite 107, Syracuse NY 13204, United States DESCRIPTION: DBA Name Excelsior Wealth Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-31 |
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