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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-14 |
Branch Locations
38 South Main Street, Acushnet, MA 02743 • United States
6414 1St Avenue N, St. Petersburg, FL 33710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pires Financial Group | Acushnet | MA | 12/2014 | Present |
| Securities America Advisors | Acushnet | MA | 06/2022 | 06/2024 |
| Osaic Wealth, Inc. | Jersey City | NJ | 06/2024 | Present |
1. SMP Real Estate LLC Position: Member - Nature: Rental property - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 03/04/2021 Address: 38 S Main Street, Acushnet MA 02743, United States 2. Rental Position: Owner - Nature: Rental Property - Investment Related: No - Hours: 1 - Securities Trading Hours: 0 - Start Date: 10/15/2015 Address: 41 Covell Street, Acushnet MA 02743, United States 3. PIRES FINANCIAL SERVICES/ECHELON PLANNING GROUP POSITION: Owner NATURE: Life insurance and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/05/2014 ADDRESS: 38 S Main Street, Acushnet MA 02743, United States DESCRIPTION: Provide insurance products to individuals and business owners looking to protect income and assets. 4. Security American Advisors Position: Investment Advisor Representative - Nature: Financial Advice - Investment Related: Yes - Hours: 30 - Securities Trading Hours: 240 - Start Date: 06/27/2022 Address: 38 S Main Street, Acushnet MA 02743, United States 5. ECHELON PLANNING GROUP - DBA 6. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 38 S Main St, Acushnet MA 02743, United States DESCRIPTION: Notary Public of the Commonwealth of Massachusetts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-23 |
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