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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
45 N. Broad St Suite 502, Ridgewood, NJ 07450 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Avenue Securities Llc | Cranford | NJ | 01/2017 | 06/2018 |
| Guardian Life Insurance Co | Cranford | NJ | 03/2015 | 06/2018 |
| Northeast Planning | Cranford | NJ | 03/2015 | 06/2018 |
| Mml Investors Services | Warren | NJ | 12/2018 | 03/2022 |
| Massmutual | Warren | NJ | 06/2018 | 03/2022 |
| Lpl Financial Llc | Chester | NJ | 03/2022 | 09/2022 |
| Sagepoint Financial, Inc. | New York | NY | 09/2022 | 09/2023 |
| Osaic Wealth, Inc. | New York | NY | 09/2023 | Present |
EBNY INSURANCE SERVICES POSITION: Agent NATURE: Insurance Brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2022 ADDRESS: 80 Fifth Ave, Suite 1403, New York NY 10011, United States DESCRIPTION: Provide Insurance Solutions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
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