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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 |
| MD | RA | APPROVED | 2024-06-14 |
| NJ | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| RI | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
7791 Nw 46Th Street Suite 113, Doral, FL 33166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc. | Miami Lakes | FL | 04/2002 | 07/2020 |
| Investacorp Advisory Services, Inc. | Miami Lakes | FL | 04/2003 | 07/2020 |
| Securities America, Inc. | Doral | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Doral | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Doral | FL | 06/2024 | Present |
1. BRADY FINANCIAL, INC., INVESTMENT RELATED, CONDUCTED FROM 7791 NW 46TH STREET, SUITE 113, DORAL, FL 33166. THE NATURE OF THE OUTSIDE BUSINESS ACTIVITY (OBA) IS DBA/FIXED INSURANCE SALES, MY POSITION IN THE ORGANIZATION IS PRESIDENT. 2002 WAS THE START OF THE RELATIONSHIP WITH THE OTHER BUSINESS AND 148 HOURS ARE DEVOTED TO THE OTHER BUSINESS PER WEEK AND 7 OF HOURS ARE DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS PER MONTH. 2. ADVISORY SERVICES POSITION: Advisor NATURE: Advisory Business under Securities America Advisory Program using Securities America RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 07/17/2020 ADDRESS: 7791 NW 46th St, Suite 113, Doral FL 33166 DESCRIPTION: Advisory Services 3. BRADY FINANCIAL INC. POSITION: President NATURE: Offer securities either through commission sales or through Advisory Accounts. Also offer variable annuities, alternative investments, and fixed insurance including: life, disability, long-term care and annuity products. The fixed insurance portion accounts for approximately 4 hours per month of my time. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/17/2020 ADDRESS: 7791 NW 46th St, Suite 113, Doral FL 33166 DESCRIPTION: Offer securities either through commission sales or through Advisory Accounts. I also offer variable annuities, alternative investments, and fixed insurance including: life, disability, long-term care and annuity products. 4. OUR LADY OF GUADALUPE CATHOLIC CHURCH POSITION: Eucharistic Minister NATURE: Eucharistic Minister for Our Lady of Guadalupe Catholic Church INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2020 ADDRESS: 11691 NW 25th St, Doral FL 33172 DESCRIPTION: Assist the priest at Catholic Mass to distribute communion to the parishioners. 5. OLG TEAM POSITION: Leader- Trainer NATURE: Volunteer- Coordinating a run group with my church (Our Lady of Guadalupe) to train for 1/2 marathon in Miami, FL INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2020 ADDRESS: 11691 NW 25th St, Doral FL 33172 DESCRIPTION: Assist in helping coordinate the group to train for 16 weeks in preparation for the 1/2 marathon. 6. OUR LADY OF GUADALUPE CATHOLIC CHURCH POSITION: Volunteer NATURE: I'm a member of the Finance Committee for Our Lady of Guadalupe Catholic Church in Doral, FL. My role is to give counsel on financial matters related to the church, such as budgeting. There is not any financial advice related to investments. There is not relation with Brady Financial. I will not have any custody or control of any funds. I will not have access to accounts, checks or check writing. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 11691 NW 25th St, Doral FL 33172 DESCRIPTION: I'm a member of the Finance Committee for Our Lady of Guadalupe Catholic Church in Doral, FL. My role is to give counsel on financial matters related to the church, such as budgeting. 7. FULLY ENGAGED COUPLE VOLUNTEER POSITION: Volunteer NATURE: Through Our Lady Of Guadalupe Church, help with the pre- marriage ministry called Fully Engaged. Meet with a couple that is planning on getting married through the Catholic Church for 2 meetings of 2 hours each to discuss issues that affect marriage and help the couple prepare for marriage. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 11691 NW 25th St, Doral FL 33172 DESCRIPTION: Through Our Lady Of Guadalupe Church, help with the pre- marriage ministry called Fully Engaged. 8. 113 PALEMTTO PARK LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2020 ADDRESS: 7791 NW 46TH ST, STE 113, Miami-Dade County Public Schools, Miami FL 33166, DESCRIPTION: This is an LLC for the Real Estate I own for my office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-07-20 |
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