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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-29 |
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
359 N. Washington Street, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Rochester | NY | 10/2019 | 06/2024 |
| Geordie Robertson | Rochester | NY | 11/2010 | 12/2023 |
| World Gym | Rochester | NY | 12/2017 | 02/2021 |
| David Benedict | Hilton Head | SC | 01/2019 | 12/2020 |
| Securities America Advisors | Rochester | NY | 01/2021 | 06/2024 |
| Osaic Wealth, Inc. | Rochester | NY | 06/2024 | Present |
KATHLEEN SHEDLER POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 01/25/2021 ADDRESS: 359 N. Washington Street, Rochester NY 14625, United States DESCRIPTION: Sale of life insurance and LTC products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-05 |
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