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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
6536 Anthony Drive Suite D, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Rochester | NY | 10/2012 | 09/2016 |
| Mary Kay | Canandaigua | NY | 08/2015 | Present |
| Lincoln Financial Advisors Corporation | Rochester | NY | 09/2016 | 01/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | Present |
1. COURTENAY CATALFAMO - CREATIVE WEALTH STRATEGIES POSITION: Agent NATURE: Solicit insurance to prospects with a need INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2022 ADDRESS: 6536 Anthony Drive, Suite D, Victor NY 14564, United States DESCRIPTION: Solicit insurance to prospects with a need 2. COURTENAY CATALFAMO POSITION: Consultant NATURE: Mary Kay Cosmetics INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 1597 Flaxen Drive, Farmington NY 14425, United States DESCRIPTION: Sales of Mary Kay Cosmetics
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-30 |
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