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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-31 |
| TX | RA | APPROVED_RES | 2023-07-28 |
| NC | RA | APPROVED | 2022-06-01 |
| NJ | RA | APPROVED | 2022-05-04 |
| PA | RA | APPROVED | 2022-05-03 |
| NY | RA | APPROVED | 2022-05-02 |
| SC | RA | APPROVED | 2022-05-02 |
Branch Locations
1919 Hylan Blvd, Staten Island, NY 10305 • United States
165 Texas Road, Old Bridge, NJ 08857 • United States
745 Route 34, Matawan, NJ 07747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2013 | 04/2022 |
| Osaic Wealth, Inc. | Staten Island | NY | 05/2022 | Present |
1. AJC ADVISORS/CRUMP INSURANCE; 1919 HYLAN BLVD, STATEN ISLAND, NY 10305; INSURANCE/ACCOUNTING; OWNER/AGENT, INVESTMENT RELATED; START 11/2008. 2. INSURANCE POSITION: insurance agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1998 ADDRESS: 1919 hylan blvd, staten island NY 10305, United States DESCRIPTION: insurance agent 3. TAX PRACTICE POSITION: tax preparer NATURE: tax prep INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 1919 hylan blvd, staten island NY 10305, United States DESCRIPTION: tax preparer 4. TAX PRACTICE POSITION: tax preparer NATURE: tax prep INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 1919 hylan blvd, staten island NY 10305, United States DESCRIPTION: tax preparer 5. DJCOS ADVISORS LLC. POSITION: owner NATURE: advisory INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 745 rte 34, matawan NJ 07747, United States DESCRIPTION: holding company Advisory
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-18 |
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