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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
| FL | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED_RES | 2025-02-18 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Albany | NY | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Albany | NY | 11/2016 | 03/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 03/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AMERICAN PORTFOLIOS ADVISORS. FEE BASED ADVISORY BUSINESS. UPON AFFILIATION WITH APFS. 2. FIS MARKETING LLC, LIFE INSURANCE SALES- NOT INVESTMENT RELATED- NO OWNERSHIP, THIS IS GENERAL AGENT- 5 HRS MO. 3. MADISON WEALTH MANAGERS POSITION: insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2018 ADDRESS: Madison Wealth Managers, 659 Plank Road, CLIFTON PARK NY 12065, United States DESCRIPTION: Fixed Insurance - Life, Accident, and Health License related solutions Insurance Agent - providing life insurance/LTC-based solutions for clients and prospective clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-07 |
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