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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 305, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | New York | NY | 04/2015 | 06/2018 |
| Woodbury Financial Services Inc | Manhasset | NY | 11/2018 | 01/2024 |
| Unemployed | Merrick | NY | 07/2018 | 11/2018 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
FIXED ANNUITY AND INSURANCE POSITION: financial advisor/ sales NATURE: fixed annuity and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1615 Northern Blvd Suite 304, Manhasset NY 11030, United States DESCRIPTION: research and recommend appropriate insurance and annuity solutions for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-01 |
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