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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | N. Tonawanda | NY | 04/2015 | 08/2021 |
| Alry Tool & Die Co., Inc. | Tonawanda | NY | 10/2011 | 01/2018 |
| Robert Carroll Cpa | Tonawanda | NY | 04/2015 | 07/2021 |
| Twin City Financial Services Llc | North Tonawanda | NY | 11/2016 | 08/2021 |
| Avantax Insurance Agency, Llc | N. Tonawanda | NY | 12/2016 | 08/2021 |
| Avantax Advisory Services | N Tonawanda | NY | 07/2021 | 08/2021 |
| American Portfolios Financial Services | Holbrook | NY | 08/2021 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) TWIN CITY FINANCIAL SERVICES LLC 119 GOUNDRY ST NORTH TONAWANDA NY 14120 Accountant/Bookkeeper 11/1/2016 200hrs~180hrs MEMBER/OWNER 2) INSURANCE PRODUCER POSITION: INSURANCE / FIXED ANNUITY PRODUCER NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2022 ADDRESS: 119 GOUNDRY ST, NORTH TONAWANDA NY 14120, United States DESCRIPTION: INSURANCE / FIXED ANNUITY PRODUCER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-15 |
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