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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
Boca Raton, FL • United States
2005 Vista Pkwy Ste 112, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Boca Raton | FL | 09/2015 | 11/2016 |
| Park Ave Securities | Boca Raton | FL | 09/2015 | 11/2016 |
| Park Avenue Securites | West Palm Beach | FL | 11/2016 | 04/2022 |
| Park Avenue Securities | West Palm Beach | FL | 11/2016 | 04/2022 |
| Securities America Advisors | West Palm Beach | FL | 04/2022 | 06/2024 |
| Securities America Advisors | West Palm Beach | FL | 04/2022 | 06/2024 |
| Osaic Wealth, Inc. | West Palm Beach | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | West Palm Beach | FL | 06/2024 | Present |
DBA: Utterly Financial CRAIG GOLDSLAGER POSITION: IAR NATURE: Investment Advisor Representative of Securities America Advisors, RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 04/21/2022 ADDRESS: 2005 Vista Parkway, Suite 112, West Palm Beach FL 33411, United States DESCRIPTION: Serve as an investment advisor representative to manage investment accounts for clients. This includes opening brokerage, advisory and financial planning agreements to serve the clients based on the most appropriate method. CRAIG GOLDSLAGER POSITION: sales NATURE: Insurance, Fixed Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/21/2022 ADDRESS: 2005 Vista Parkway, Suite 112, West Palm Beach FL 33411, United States DESCRIPTION: The sale of insurance and insurance-based products CMG CONSULTING POSITION: Owner NATURE: CMG Consulting is an education platform designed to provide workshops, seminars, webinars and courses to various audiences. Professionals, Associations, Educators and Universities engage with CMG Consulting to speak with their audience for general informational purposes only. Nothing presented is constituted as tax, legal or investing advice while all information shared has been gathered from sources believed to be reliable. Any information shared in a presentation should only be relied upon when coordinated with individual and professional advice. CMG Consulting receives honorarium, speaking fees, travel expenses and revenue share of ticket sales or event downloads. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2022 ADDRESS 5850 NW 42ND TERR BOCA RATON, FL 33496 , United States DESCRIPTION: Create original materials (slide decks, podcasts, articles, etc.) for general education and informational purposes Present materials in various forums to audiences
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
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