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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Webster | NY | 04/2005 | 06/2024 |
| Securities America Advisors, Inc. | Webster | NY | 05/2005 | 06/2024 |
| Osaic Wealth, Inc. | Webster | NY | 06/2024 | Present |
1. KAFL POSITION: agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/2003 - LOCATED AT 60 BARRETT DR, SUITE G, WEBSTER, NY 14580 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2003 ADDRESS: 800 linden Ave, Rochester NY 14625 DESCRIPTION: term life 2. EMERALD FINANCIAL SERVICES POSITION: financial advisor NATURE: Financial Advisor Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 11/10/2022 ADDRESS: 11 E Main Street, webster NY 14580, United States DESCRIPTION: Financial Planning for clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-31 |
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