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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | East Amherst | NY | 12/2007 | 01/2025 |
| Osaic Wealth, Inc. | East Amherst | NY | 01/2025 | Present |
1) EMS INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes HOURS PER MONTH: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2007 ADDRESS: 6724 Main Street, Williamsville, NY 14221 DESCRIPTION: Provides accident and health and disability income products. 2) R L DOTTON AND ASSOCIATES POSITION: Agent NATURE: group benefits/ health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2007 ADDRESS: 6137 Highgrove Park, East Amherst NY 14051, United States DESCRIPTION: review group benefits 3) KENNETH J WILSON JR POSITION: Agent NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2007 ADDRESS: 6137 Highgrove Park, East Amherst NY 14051, United States DESCRIPTION: insurance with outside carriers 4) THE KENNETH AND ELIZABETH WILSON FAMILY TRUST POSITION: Trustee NATURE: family trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2016 ADDRESS: 6137 Highgrove Park, East Amherst NY 14051, United States DESCRIPTION: Trustee for Family Trust
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-24 |
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