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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 08/2017 | 12/2022 |
| Suffolk Law School | Boston | MA | 08/2016 | 05/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glastonbury | CT | 12/2022 | 12/2023 |
| Aceto, Bonner, & Prager Pllc | Boston | MA | 05/2017 | 08/2017 |
| Bank Of America, N.A. | Glastonbury | CT | 12/2022 | 12/2023 |
| Tauber Asset Management | Glastonbury | CT | 12/2023 | Present |
| Perry Law & Associates | Killingworth | CT | 12/2023 | 03/2025 |
| Osaic Wealth Inc | Glastonbury | CT | 08/2024 | Present |
1. OSPREY LEGAL, LLC POSITION: Sole Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2025 ADDRESS: 2234 Main Street, Glastonbury CT 06033, United States DESCRIPTION: Law firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-17 |
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