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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-14 |
| NJ | RA | APPROVED | 2025-01-14 |
| GA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
4250 Veterans Memorial Highway Suite 420E, Holbrook, NY 11741 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Syosset | NY | 01/2000 | Present |
| Orkin Cpa Pc | Syosset | NY | 10/2007 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2014 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
(1). INSURANCE SERVICES(PRODUCTS OTHER THAN GUARDIAN). (2). NAME OF OTHER BUSINESS: ORKIN CPA PC. BUSINESS ADDRESS: 75 JACKSON AVE SUITE 201 SYOSSET NY 11791. NATURE OF BUSINESS / DUTIES: TAX PREPARATION AND ACCOUNTING SERVICES. TITLE: OWNER. START DATE: 3/2/2005. HAS BEEN A CPA FOR 33 YEARS. 200 HOURS PER MONTH IS DEVOTED TO THIS BUSINESS. 160 HOURS PER MONTH DURING TRADING HOURS IS DEVOTED TO THIS BUSINESS. THIS ACTIVITY IS NOT INVESTMENT-RELATED.(3) GO FINANCIAL SERVICES, INC. 75 JACKSON AVENUE, SYOSSET, NY 11791 - FINANCIAL PLANNING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-08 |
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