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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-01-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc. | New York | NY | 08/2015 | Present |
| Hsbc Bank Usa, N.A. | New York | NY | 08/2016 | Present |
| Osaic Wealth, Inc. | New York | NY | 12/2020 | Present |
1) P&P TEMPORARIES LLC POSITION: Co-Owner NATURE: A corporation that provides temporary employment contractors to warehouses. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2022 ADDRESS: 184 Livingston Avenue, New Brunswick NJ 08901, United States DESCRIPTION: No active day to day involvement. I will be a co-owner with my husband, John Spatola (rep code MA2), who is also a registered representative with Osaic. 2) 184 LIVINGSTON AVE LLC POSITION: Owner of building NATURE: Owner of occupied rental property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2022 ADDRESS: 184 Livinston Avenue, New Brunswick NJ 08901, United States DESCRIPTION: Owner of rental property-no tenants until January of 2023 3) HOLMDEL BOARD OF EDUCATION POSITION: Board Member NATURE: This is the Board of Education for the Holmdel Public Schools, which is the town where I live. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2026 ADDRESS: 36 Crawfords Corner, Holmdel NJ 07733, United States DESCRIPTION: The Board of Education sets the vision for the school district, working with the superintendent to set policies. I will not have discretionary authority for the organization's investment advisory accounts nor will I be the representative of record on any accounts. I will not be providing advice regarding investments. I will not have direct or indirect control over or custody of funds or securities including check writing. This is not a publicly traded company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
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