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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
110 Linden Oaks Suite E, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Rochester | NY | 07/2013 | 07/2019 |
| Fsc Securities Corporation | Rochester | NY | 07/2019 | 11/2023 |
| Park Central Llc | Rochester | NY | 07/2018 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 11/2023 | Present |
1. CICCARELLI ADVISORY SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/24/2019 ADDRESS: 110 Linden Oaks, Suite E, Rochester NY 14625, United States DESCRIPTION: Financial Advisor 2. PARK CENTRAL LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/24/2019 ADDRESS: 110 Linden Oaks, Suite E, Rochester NY 14625-2877, United States DESCRIPTION: I work directly with clients to coordinate their financial plan and manage their assets through a systematic process. 3. HERITAGE CHRISTIAN SERVICES POSITION: Committee Member NATURE: NOT-FOR-PROFIT CORPORATION INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2021 ADDRESS: 275 Kenneth Dr., Suite 100, Rochester NY 14623, United States DESCRIPTION: Help the planned giving committee come up with fundraising ideas and execute them. Assist with charity event organization
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-21 |
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