James Edward Mcelhinny

Current Employers

Employment History

• 02/2015 → 07/2017
  S. C. Parker & Co., Inc.
  Lancaster, NY
• 02/2015 → Present
  Cadaret, Grant & Co., Inc.
  Lancaster, NY
• 08/2017 → Present
  Jmac Advisors, Inc.
  Lancaster, NY
• 07/2021 → 10/2024
  American Portfolios Financial Services
  Lancaster, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2021-07-27 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2015-03-16 → 2021-07-30
  Cadaret, Grant & Co., Inc.
  Lancaster, NY
  Williamsville, NY
  Niagara Falls, NY

Other Businesses

1) JMAC Advisors, Inc. used for office Marketing and payroll, non-securities related. 100% ownership. start date 9/2017 2) American Portfolios Advisors, IAR Advisory Business, investment related, 0% ownership, start date July 2021 3)ADVISORS INSURANCE BROKERS (FORMERLY CALLED NEW YORK LONG TERM CARE BROKERS) POSITION: INSURANCE AGENT NATURE: SELL LIFE, LTC AND DISABILITY INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2014 ADDRESS: 11 Executive Park Drive, CLIFTON PARK NY 12065, United States DESCRIPTION: I rarely write Life Insurance/Disability Insurance/Long Term Care Business which is Non Security Business outside of Osaic Wealth Inc. If I write this type of business it would always be done with New York Long Term Care Brokers which is located in Clifton Park NY. That is why I am listing them as an "Outside Business Activity" because that type of business would be done "Outside" of my present B/D, Osaic Wealth, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-17
• S63 Uniform Securities Agent State Law Examination
  1996-11-22

Other Names

• James Edward Mcelhinny