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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-19 |
| FL | RA | APPROVED | 2024-12-18 |
Branch Locations
500 North Broadway Suite 251 & 251 A, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Yardley | PA | 01/2001 | 03/2023 |
| Securities America Advisors, Inc | Yardley | PA | 01/2001 | 03/2023 |
| Securities America Advisors, Inc | Estero | FL | 03/2023 | 06/2024 |
| Securities America, Inc | Estero | FL | 03/2023 | 06/2024 |
| Osaic Wealth, Inc. | Estero | FL | 06/2024 | 12/2024 |
| Osaic Wealth, Inc. | Estero | FL | 06/2024 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 12/2024 | Present |
| Full Spectrum Financial Solutions | Jericho | NY | 12/2024 | Present |
1. Fixed insurance sales; Located at 28 Oneida Street, Oneonta, NY 13820, as of 11/20/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Newtown, PA, as of 11/06/2021; 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Owner of rental property located in Fort Myers, FL, as of 9/26/2024; 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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