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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
2805 Wehrle Drive Suite 14, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Herr Automotive Group | Hamburg | NY | 06/2012 | Present |
| Osaic Wealth, Inc. | Williamsville | NY | 09/2023 | Present |
1) EBAY; POSITION: Owner NATURE: Sorry proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2014 ADDRESS: 2595 sunset dr, Eden NY 14057, United States; DESCRIPTION: I sell personal items on ebay.come occasionally throughout the year. Business through my ebay account does not generally exceed $1000 over a twelve-month period. 2) DONALD G NOWAK JR POSITION: Agent/Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2018 ADDRESS: 2805 Wehrle Dr, Suite 14, Williamsville NY 14221, United States DESCRIPTION: Insurance Producer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-26 |
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