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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| CT | RA | APPROVED | 2016-04-26 |
| NC | RA | APPROVED | 2016-04-19 |
| CA | RA | APPROVED | 2016-04-15 |
| NJ | RA | APPROVED | 2016-04-15 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Jericho | NY | 04/2016 | Present |
1. Life/health Insurance maybe 3-5hours a month 2. RYAN & JANOWSKY FINANCIAL STRATEGIES GROUP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/15/2016 ADDRESS: 380 N. BROADWAY, Jericho NY 11753, United States DESCRIPTION: Selling and servicing life and LTC insurance 3. LIPRA POSITION: none NATURE: business networking INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2018 ADDRESS: 100 crossways park, woodbury NY 11797, United States DESCRIPTION: email members about meeting dates 4. RJFSG POSITION: Moderator/panelist NATURE: It will be a Public Access TV show INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2021 ADDRESS: 380 north broadway, jericho NY 11753, United States DESCRIPTION: I will be moderating and join as a panelist for a Public Access TV show call Project SAFE. We will have one show, with two other speakers about Seniors Against Financial Exploitation. We will share some stories and go over waring signs and how families, seniors and cargivers can protect themselves, such as using a "trusted contact"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-27 |
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