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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | New York | NY | 02/2016 | 08/2019 |
| Unemployed | Ronkonkoma | NY | 08/2019 | 07/2020 |
| Transamerica Financial Advisors, Inc | Johns Creek | GA | 02/2022 | 09/2022 |
| World Financial Group, Inc. | Johns Creek | GA | 01/2022 | 09/2022 |
| A.G. Morgan Financial Advisors | Massapequa | NY | 08/2020 | 12/2021 |
| Hsbc | New York | NY | 04/2014 | 08/2019 |
| Ibn Financial | Liverpool | NY | 03/2021 | 01/2022 |
| Traderfield Securities | Flushing | NY | 07/2020 | 09/2020 |
| Unemployed | Lake Ronkonkoma | NY | 08/2019 | 07/2020 |
| Osaic Wealth, Inc | Scottsdale | AZ | 09/2022 | Present |
Continuum Advisory; Investment Related; 873 E State Street, Eagle, ID 83616; Registered Investment Advisor; Deputy Compliance Officer; 04/06/2026; 160 hrs/mo; 130 hrs/mo; compliance and supervision
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-25 |
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