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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 |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 06/2000 | 07/2020 |
| Securities America, Inc. | Bellmore | NY | 07/2020 | 06/2024 |
| Investacorp Advisory Services | Miami Lakes | FL | 06/2000 | 07/2020 |
| Securities America Advisors | Bellmore | NY | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Bellmore | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Bellmore | NY | 06/2024 | Present |
1. DBA - Clearvision Wealth Management 2. ANDREW HEYMAN AGENT -Sales and service NATURE: Group Health Insurance Sales Life Insurance INVEST RELATED No #HRS 10 SEC TRADE HRS 10 - 7/1/07 - 960 Bellmore Ave, Bellmore NY 11710 -Recommending & putting into place group Health Insurance plans for companies & life insurance for individuals and groups. Occasionally disability insurance as well. On rare occasion, fixed annuities as well. 3. CLEARVISION WEALTH MANAGEMENT -Advisor -ClearVision Wealth Management is just the name of our branch of Securities America INVEST RELATED Yes #HRS 120 SEC TRADE HRS 120 - 1/1/18 - 960 Bellmore Ave, Bellmore NY 11710 -Investments as registered representative of Securities America
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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