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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-26 |
| FL | RA | APPROVED | 2024-08-23 |
| AZ | RA | APPROVED | 2024-06-05 |
| TX | RA | APPROVED | 2024-06-05 |
| GA | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
45 N. Broad St Suite 502, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | New York | NY | 09/2023 | Present |
1) EBNY FINANCIAL LLC, INDEPENDENT INSURANCE SALES, COMMENCED 09/2004, LLC, INVESTMENT RELATED, 80 HOURS/MONTH TIME SPENT, 100% OWNERSHIP, AGENT/REPRESENTATIVE; EBNY INSURANCE SERVICES, INC, INDEPENDENT INSURANCE SALES, INVESTMENT RELATED, CORPORATION, 50% OF TIME SPENT PER MONTH, 1% OWNERSHIP, AGENT; 2)RENTAL PROPERTY POSITION: owner NATURE: I co-own a residential rental property in which I will receive rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 212 California St, Ridgewood NJ 07450, United States DESCRIPTION: I will be a landlord collecting monthly rent check. A realtor will handle everything for me.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
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