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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
East Patchogue, NY • United States
4250 Veterans Memorial Highway 4Th Floor East, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Murano Llc | New York | NY | 04/2016 | 12/2016 |
| American Portfolios Financial Services | Holbrook | NY | 01/2017 | 12/2017 |
| American Portfolios Financial Services | Holbrook | NY | 01/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PATCHOGUE ARTS COUNCIL POSITION: Board Member/Trustee NATURE: 501c Charity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 20 Terry St., Patchogue NY 11772, United States DESCRIPTION: I am a Board Member and Trustee of a local non-profit community arts organization. 2. GREAT SOUTH BAY ADVISORS POSITION: Managing Partner NATURE: DBA for our wealth management business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2025 ADDRESS: 4250 Veterans Hwy, Suite 420E, Holbrook NY 11741, United States DESCRIPTION: Assist in managing the business, portfolio construction, financial planning, etc...
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-03 |
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