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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-17 |
| AZ | RA | APPROVED | 2025-05-08 |
| GA | RA | APPROVED | 2024-11-20 |
| FL | RA | APPROVED | 2022-05-03 |
| NY | RA | APPROVED | 2022-03-03 |
| PA | RA | APPROVED | 2022-03-03 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| PR | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Rochester | NY | 11/2015 | Present |
| American Portfolios Financial Services, Inc. | Rochester | NY | 07/2016 | 10/2024 |
| American Portfolios Advisors, Inc. | Rochester | NY | 07/2016 | 10/2024 |
| Novem Group | Rochester | NY | 03/2022 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. Osaic Wealth, Inc. -Investment-related, Scottsdale, AZ, fee-based advisory business, Investment Adviser Representative, 10/2024, 40 Hours/Month During Trading Hours & Total 2. Osaic Welath, Inc. -investment-related, Scottsdale AZ, broker/dealer, Registered Representative, 10/2024, 4 Hours/Month During Trading Hours & Total 3. GIANCURSIO EXCAVATING, INC. POSITION: President NATURE: Corp INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2024 ADDRESS: 383 Pond Rd, Honeoye Falls NY 14472 DESCRIPTION: oversight & management of operations 4. GIANCURSIO FARMS, INC. POSITION: President NATURE: Residential Farm INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2024 ADDRESS: 383 Pond Rd, Honeoye Falls NY 14472 DESCRIPTION: oversight & management of operations 5. NOVEM GROUP POSITION: Registered Investment Adviser firm NATURE: investment - related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2022 ADDRESS: 350 Linden Oaks Ste 140, Rochester NY 14625 DESCRIPTION: Registered Rep with Novem Group RIA 6. FOURBRIDGES FINANCIAL GROUP POSITION: President NATURE: Corp used for marketing purposes only INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2017 ADDRESS: 350 Linden Oaks Ste 140, Rochester NY 14625 DESCRIPTION: For Business Expenses & marketing purposes only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
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