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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
2300 Buffalo Road Bldg 500A, Rochester , NY 14624 • United States
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| SC | RA | APPROVED | 2023-09-19 |
| NJ | RA | APPROVED | 2023-09-18 |
| WA | RA | APPROVED | 2022-07-25 |
| NY | RA | APPROVED | 2021-10-22 |
| CA | RA | APPROVED | 2021-06-03 |
| FL | RA | APPROVED | 2018-11-14 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2014 | 10/2024 |
| Novem Group | Rochester | NY | 10/2014 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. MILLENNIAL WEALTH, INC., NOT INVESTMENT-RELATED, PRESIDENT, FOR BUSINESS EXPENSES AND ACCOUNTING PURPOSES AS WELL AS CONDUIT FOR PLACING FIXED LIFE, DISABILITY, AND LONG-TERM CARE INSURANCE AS A LICENSED INSURANCE AGENT, START DATE 6/8/2016, 5 HRS/MO DURING MARKET HRS. 2. NOVEM GROUP, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, START DATE 10/01/2014, 160 HRS/MO, 40 HRS DURING MARKET HRS. 3. KI & MORGAN, LLC, NOT INVESTMENT RELATED, OWNS REAL ESTATE PROPERTY, START DATE 4/2/2025, 1 HR/MO, 0 HRS DURING MARKET HRS. 4. HUMBLE WEALTH, LLC. POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2025 ADDRESS: 2300 Buffalo Rd Bldg 500A, Rochester NY 14624, United States DESCRIPTION: DBA for future business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-13 |
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