Sharon Lacolla

Current Employers

Employment History

• 03/1997 → Present
  Guardian Life Insurance Co. Of America
  New York, NY
• 02/2000 → Present
  Sharon Lacolla, Cpa
  Melville, NY
• 08/2000 → Present
  Securities America, Inc
  Melville, NY
• 12/2002 → Present
  Securities America Advisors, Inc.
  Melville, NY
• 12/2006 → Present
  Everbank
  Jacksonville, FL
• 08/2011 → 10/2024
  American Portfolios Financial Services
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2011-08-03 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2011-07-07 → 2011-08-02
  Securities America Advisors, Inc.
  Melville, NY

Other Businesses

1. INVESTMENT ADVISOR REPRESENTATIVE - APA (AMERICAN PORTFOLIOS ADVISORS). 25 HOURS DEVOTED TO ACTIVITY, ALSO DURING MARKET HOURS. COMPENSATION UNKNOWN CURRENTLY 8-1-11 2. INSURANCE - SELLING INSURANCE PRODUCTS. COMMISSION/PREMIUM BASED COMPENSATION - @ $10,000 ANNUALLY. 25 HOURS A MONTH, 25 DURING MARKET HOURS. 3. TRUSTEE FOR SHIRLEE STERN IRREV. LIFETIME TRUST. START DATE 03/2011. MERRILL LYNCH WILL BE INVESTING ASSETS BASED ON TRUST AND BALANCE, CASH WILL BE AT CITIBANK. DEVOTES ONE HR PER MONTH. 4. INSURANCE LIFE HEATH POSITION: Broker NATURE: sole proprietorship INSURANCE - SELLING INSURANCE PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 9 Woodmere Dr, Northport NY 11768-1419, United States DESCRIPTION: writing insurance policy, on needs basis 5. SHARON LA COLLA CPA POSITION: Principal NATURE: tax and accounting INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1980 ADDRESS: 9 Woodmere Dr, Northport NY 11768-1419, United States DESCRIPTION: certified public accountant, doing income tax returns and writeups

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-18
• S63 Uniform Securities Agent State Law Examination
  1997-08-04

Other Names

• Sharon Barna