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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
| PA | RA | APPROVED | 2025-01-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Auburn | NY | 12/2013 | 02/2018 |
| N B T Bank | Auburn | NY | 12/2013 | 01/2018 |
| Lincoln Financial Advisors Corporation | Auburn | NY | 02/2018 | 01/2025 |
| Osaic Wealth, Inc. | Auburn | NY | 01/2025 | Present |
1. Wendy Morasco 6979 River Road, Memphis, NY Category: Insurance Investment-Related: Yes Title: Agent Duties: offers fixed/indexed annuities and traditional life insurance Start Date: 2/2018 Hours per month: 5 Hours per month during trading hours: 5 2. WENDY MORASCO/JOHNSON SIDING POSITION: Self NATURE: Family Owned business (Brother, husband, son) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2013 ADDRESS: 2 South Street Suite 202, Auburn, NY 13021, United States DESCRIPTION: financial record keeping for the family business (Family Business Payroll/Bill Paying)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-29 |
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