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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G4S | Buffalo | NY | 06/2015 | 09/2017 |
| Massmutual | Amherst | NY | 09/2016 | 09/2017 |
| Mml Investors Services | Amherst | NY | 10/2016 | 10/2017 |
| Pruco Securities Llc | Williamsville | NY | 11/2023 | 04/2024 |
| Hillside | Buffalo | NY | 09/2017 | 05/2018 |
| Dunn Tire | Buffalo | NY | 09/2018 | 02/2020 |
| Five Star Bank | Buffalo | NY | 02/2022 | Present |
| Hsbc | Buffalo | NY | 02/2020 | 02/2021 |
| Unemployed | Buffalo | NY | 02/2021 | 11/2021 |
| Bath And Body Works | Buffalo | NY | 11/2021 | 02/2022 |
| Unemployed | Buffalo | NY | 05/2018 | 09/2018 |
| Osaic Wealth, Inc | Williamsville | NY | 03/2025 | Present |
1. Five Star Bank not investment-related 40-50 fountain plaza, buffalo, ny 14202 retail banking Financial Center Relationship Banker 02-14-2021 40 hours a week 8 hours a day, 5 days a week, approximately 160 hours a month account opening; fill out applications with customers; engage customers and educate them in finance 2. JACKSON HEWITT POSITION: Tax Prepearer I NATURE: Personal taxes part time 10hr/wk INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 1196 Walden Ave, Buffalo NY 14225, United States DESCRIPTION: Make phone calls assists customers prepare taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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