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318 Roanoke Ave, Riverhead, NY 11901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Riverhead | NY | 04/2010 | 10/2024 |
| Osaic Wealth, Inc. | Riverhead | NY | 10/2024 | Present |
1. EAST END FINANCIAL - REGISTERED INVESTMENT ADVISORY FIRM SECURITIES RELATED. ASSISTANT. START DATE 1990. TIME DEVOTED - 80 HRS. MONTH / DURING MARKET HOURS COMP 100,000 2. 3KZ, LLC-REAL ESTATE CLOSING-NOT INV RELATED-START 2016-25% OWNER-2HRS MO COMP 25,000 3. KOSINSKI ASSC- REGISTERED INVESTMENT ADVISOR-INVESTMENT RELATED-START DATE 1980-80 HRS MONTH DURING MARKET HOURS COMP 100,000 4. ROANOKE AVE., LLC POSITION: Owener NATURE: real estate holdings. non-investment related INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2023 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: collect rents and maintain building 5. KOSINSKI ASSOCIATES, INC. POSITION: Wealth Advisor NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/26/2010 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: Wealth Advisor 6. EAST END FINANCIAL GROUP, INC. POSITION: wealth advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/26/2010 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: wealth advisor 7. 3KZ, LLC POSITION: managing member NATURE: Real estate holdings - non- investment related INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2015 ADDRESS: 318 Roanoke Ave, Riverhead NY 11901, United States DESCRIPTION: manage real estate property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-03 |
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