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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-02 |
Branch Locations
12 Morningside Drive #2, Lake Placid, NY 12946 • 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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Lake Placid | NY | 12/2025 | Present |
| Mirror Lake Inn Resort & Spa | Lake Placid | NY | 02/2016 | 02/2019 |
| American Management Association | Saranac Lake | NY | 04/2019 | 12/2025 |
1. KEYES FINANCIAL SERVICES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 12 MORNINGSIDE DRIVE, #2, LAKE PLACID NY 12946, United States DESCRIPTION: Services Clients 2. BK CAPITAL LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 360 Main street Suite E, Durham CT 06422, United States DESCRIPTION: Servicing clients 3. BK CAPITAL INSURANCE GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/05/2026 ADDRESS: 360 Main st, #E, Durham CT 06422, United States DESCRIPTION: Servicing Clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-20 |
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