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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Metro Equipment Co., Inc. | Deer Park | NY | 03/1999 | 08/2021 |
| Silveroak Financial | Houston | TX | 09/2022 | Present |
| Villella Professional Services, Llc | Melville | NY | 01/2009 | Present |
| Woodbury Financial Services Inc | Melville | NY | 11/2022 | 01/2024 |
| Osaic Wealth, Inc. | Melville | NY | 01/2024 | Present |
1) JJC holdings of NY LLC Non Investment Related 20 Earl Road, Melville, NY 11747 LLC was created for land purchase. There are no ongoing activities associated with this LLC Member 04/02/2008 0 0 N/A 2) JJC HOLDINGS OF NY LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2008 ADDRESS: 20 Earl Road, Melville NY 11747, United States DESCRIPTION: LLC was created for land purchase. There are no ongoing activities associated with the LLC 3) VILLELLA PROFESSIONAL SERVICES, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/10/2009 ADDRESS: 20 Earl Road, Melville NY 11747, United States DESCRIPTION: Provide general tax and bookkeeping services and consultation to existing clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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