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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-05 |
Branch Locations
3920 Veterans Memorial Hwy Suite 1, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Holbrook | NY | 07/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 04/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2025 | Present |
| North Ridge Wealth Planning | Bohemia | NY | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: North Ridge Wealth Planning INVESTMENT RELATED: Yes ADDRESS: Same as Registered Location NATURE OF BUSINESS: Financial Services START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: Financial Professional APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: Providing administrative support and customer service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-24 |
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