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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-28 |
Branch Locations
125 High Rock Avenue Suite 215, Saratoga Springs, NY 12866 • 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 |
|---|---|---|---|---|
| Equity Services, Inc. | Saratoga Springs | NY | 03/2013 | 11/2023 |
| National Life Group | Saratoga Springs | NY | 03/2013 | 11/2023 |
| Mml Investors Services, Llc | Saratoga Springs | NY | 11/2023 | 04/2025 |
| Massmutual Life Insurance Co | Saratoga Springs | NY | 10/2023 | 04/2025 |
| Osaic Wealth, Inc | Saratoga Springs | NY | 04/2025 | Present |
1) ASH BROKERAGE POSITION: agent NATURE: Sell fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2024 ADDRESS: 125 high rock ave, saratoga springs NY 12866, United States DESCRIPTION: Sell life insurance and fixed annuities and disablity 2) ADVISORS INSURANCE BROKERS POSITION: agent NATURE: Selling fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2013 ADDRESS: 125 high rock ave, saratoga springs NY 12866, United States DESCRIPTION: Sell fixed insurance 3) SHON MCLAIN POSITION: partial owner of each horse NATURE: Thoroughbred horse ownership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2000 ADDRESS: 125 high rock ave, saratoga springs NY 12866, United States DESCRIPTION: Enjoying my horses racing 4) COLLEGE BENEFIT POSITION: None NATURE: Marketing program. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/16/2018 ADDRESS: 125 High Rock Ave, Saratoga Springs, NY, 12866, SARATOGA SPRINGS NY 12866, United States DESCRIPTION: I pay for this marketing program. The marketing company Sage Tuition Rewards gives client points for being my client. Points can go towards tuition discounts at the participating schools.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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