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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-23 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
45 N. Broad St Suite 502, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebny Insurance Services, Inc. | New York | NY | 07/2006 | Present |
| Sagepoint Financial, Inc. | New York | NY | 02/2017 | Present |
| Osaic Wealth, Inc. | New York | NY | 09/2023 | Present |
1. EBNY INSURANCE SERVICES, INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2003 ADDRESS: 40 Main Street, Suite 204, Chatham NJ 07928, United States DESCRIPTION: Run an insurance brokerage. 2. VACATION RENTAL PROPERTY POSITION: Owner NATURE: I own a vacation rental property. Rentals are managed and run through a local real estate agency. I work on 1 hour a month. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 1059 Beacon Hill Drive, Corolla NC 27927, United States DESCRIPTION: Manage property and real estate agency handles rentals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-11 |
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