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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-16 |
| SC | RA | APPROVED | 2024-09-12 |
| NC | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Dewitt | NY | 08/2015 | 12/2017 |
| Prudential Insurance Company Of America | Dewitt | NY | 08/2015 | 12/2017 |
| Sagepoint Financial | Syracuse | NY | 12/2017 | Present |
| Osaic Wealth, Inc. | Syracuse | NY | 09/2023 | Present |
1. EXCELSIOR WEALTH PARTNERS POSITION: Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2017 ADDRESS: 225 wilkson street, Syracuse NY 13214, United States; DESCRIPTION: financial advisor 2. INSURANCE POSITION: advisor NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/20/2018 ADDRESS: 225 wilkinson street, syracuse NY 13204, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-25 |
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