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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brett W. Sabio,Cpa | Manasquan | NJ | 04/1986 | 01/2017 |
| Royal Alliance Associates, Inc. | Vernon | CT | 08/2007 | 07/2019 |
| Brett W. Sabio, Cpa | Point Pleasant | NJ | 01/2017 | Present |
| Securities America, Inc. | Point Pleasant | NJ | 07/2019 | 06/2024 |
| Securities America Advisors, Inc. | Point Pleasant | NJ | 07/2019 | 06/2024 |
| Osaic Wealth, Inc. | Point Pleasant | NJ | 06/2024 | Present |
| Osaic Wealth, Inc. | Point Pleasant | NJ | 06/2024 | Present |
***Brett W. Sabio, CPA-PFS Position: I am the only licensed professional Nature: Certified Public Accountant Investment Related: No Hours: 140 Securities Trading Hours: 6 Start Date: 05/08/1986 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***Brett W. Sabio Position: Salesman Nature: P&C Insurance Investment Related: No Hours: 10 Securities Trading Hours: 1 Start Date: 01/01/2017 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***NJ Real Estate Properties & Investments, LLC Position: Managing Member Nature: Rental Activity Investment Related: No Hours: 2 Securities Trading Hours: 1 Start Date: 08/30/2016 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***Brett W. Sabio Position: Financial Advisor Nature: SAA Advisory Services Investment Related: Yes Hours: 12 Securities Trading Hours: 2 Start Date: 07/29/2019 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***Brett W. Sabio Irrevoacable Life Insurance Trust Position: Trustee for my wife's ILIT Nature: Brett W. Sabio Irrevoacable Life Insurance Trust Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2017 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***Doreen A. Sabio Irrevocable Life Insurance Trust Position: Trustee for my Wife's Irrevocable Life Insurance Trust Nature: Doreen A. Sabio Irrevocable Life Insurance Trust Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 01/01/2017 Address: 1605 Bay Avenue, Point Pleasant NJ 08742 ***Brett W Sabio Living Trust Doreen A Sabio Living Trust Position: Trustee Nature: Brett W Sabio Living Trust Doreen A Sabio Living Trust Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 01/01/2017 Address: 1605 Bay Avenue, Pt Pleasant NJ 08742 ***DBA - Stonebridge Financial Services Group
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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