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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2024-10-12 |
| PA | RA | APPROVED | 2024-10-12 |
Branch Locations
80-14 Eliot Avenue, Middle Village, NY 11379 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Middle Village | NY | 01/2002 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
1. JOSEPH J MESSINA, CPA, INCOME TAX PREPARATION ETC. SOLE PROPRIETOR 2. CRUMP - COMMISSION COMPENSATION INSURANCE AGENCY: LIFE AND LONG TERM CARE 3. CRUMP LIFE INSURANCE SVCS POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2002 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Minimal insurance agent sales 4. JOSEPH J MESSINA, CPA POSITION: CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 75 START DATE: 11/15/1990 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Income tax preparation. 5. JOSEPH J MESSINA, CPA POSITION: CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 11/15/1990 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Income tax preparation. 6. CRUMP LIFE INSURANCE SVCS POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2002 ADDRESS: 8014 Eliot Avenue, Middle Village NY 11379, United States DESCRIPTION: Minimal insurance agent sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-30 |
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