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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| MA | RA | APPROVED | 2018-05-07 |
| CT | RA | APPROVED | 2018-01-09 |
| WA | RA | APPROVED | 2018-01-09 |
| FL | RA | APPROVED | 2018-01-08 |
| NJ | RA | APPROVED | 2018-01-08 |
| TX | RA | APPROVED | 2018-01-05 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hauppauge | NY | 11/2011 | Present |
| Osaic Wealth, Inc. | Jericho | NY | 01/2018 | Present |
1) PARNESS FINANCIAL SERVICES POSITION: managing director NATURE: DBA corp to market my financial services and insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/05/2018 ADDRESS: 380 N broadway, #206, jericho NY 11753, United States DESCRIPTION: to run the business 2) SERRA BJJ POSITION: instructor NATURE: Brazilian jiu jitsu academy, corp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 2949 henostead turnpike, levittown NY 11756, United States DESCRIPTION: I teach one Brazilian jiu jitsu class per week. 3) LONG ISLAND UNIVERSITY ALUMNI BOARD OF DIRECTORS POSITION: board member NATURE: I was nominated to the alumni board of directors in feb, to assist in promoting alumni activity at my alma mater INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2019 ADDRESS: 720 northern blvd, greenvale NY 11548, United States DESCRIPTION: I attend 1 board meeting quarterly and participate in discussions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
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