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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
12555 Orange Drive Suite # 103, Davie, FL 33330 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 03/2006 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 03/2006 | 07/2020 |
| Securities America, Inc. | Davie | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Davie | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
1. D/B/A PRINCETON FINANCIAL POSITION: Advisor NATURE: Securities Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 12555 Orange Dr. #103, Davie FL 33330, United States DESCRIPTION: Securities offered through my broker dealer Securities America and Security America Advisors 2. N/A POSITION: salesman/advisor NATURE: insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2006 ADDRESS: 12555 Orange Drive #103, Davie FL 33330, United States DESCRIPTION: Sales of insurance products 3. JTS INVESTMENT STRATEGIES, INC. POSITION: President NATURE: Used as a conduit for my securities business. Established checking account to pay bills and taxes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2006 ADDRESS: 12555 Orange Drive #103, Davie FL 33330, United States DESCRIPTION: Used as a conduit for my securities business. Pays the taxes and the bills of the company. 4. ADVISORY BUSINESS POSITION: Investment Advisor Representative NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/30/2001 ADDRESS: 12555 Orange Drive, #103, Davie FL 33330, United States DESCRIPTION: Provide fee based advisory services to my clients 5. DBA - Princeton Financial
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-04 |
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