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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-19 |
| CT | RA | APPROVED | 2022-01-24 |
| NY | RA | APPROVED | 2022-01-24 |
Branch Locations
188 Summerfield Street 2Nd Floor, Scarsdale, NY 10583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Scarsdale | NY | 09/2015 | 11/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | White Plains | NY | 12/2020 | 01/2022 |
| Osaic Wealth, Inc. | Scarsdale | NY | 01/2022 | Present |
1) PRECISION WEALTH SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/15/2022 ADDRESS: 188 Summerfield St, Scarsdale NY 10583, United States DESCRIPTION: DBA Disclosure Only 2) PRECISION WEALTH SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/15/2022 ADDRESS: 188 Summerfield St, Scarsdale NY 10583, United States DESCRIPTION: Fixed Insurance 3) WESTCHESTER B.L.U.E. FOUNDATION POSITION: Secretary/Board Member NATURE: The Westchester B.L.U.E. Foundation Inc is a 501(c)3 charity. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: P.O. Box 787, Port Chester NY 10573, United States DESCRIPTION: As the secretary and board member I am in charge of collecting notes for each quarterly meeting. As a member of the board we are dedicated to acting as part of this peer support group providing confidential and a supportive environment for police officers and their families to cope with stresses experienced during a career in law enforcement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-21 |
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