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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 08/2019 |
| Northwestern Mutual Investment Services Llc | Fairport | NY | 08/2016 | 08/2019 |
| St John Fisher College | Rochester | NY | 08/2013 | 08/2017 |
| Securities America, Inc. | Victor | NY | 08/2019 | 06/2024 |
| Securities America Advisors | Victor | NY | 08/2019 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
**SECURITES AMERICA ADVISORS POSITION: Advisor NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 60 START DATE: 08/16/2019 ADDRESS: 7424 VICTOR MENDON RD, Victor NY 14564 DESCRIPTION: Providing investment advice to prospective clients **HIGHLAND POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2019 ADDRESS: 7424 VICTOR MENDON RD, Victory NY 14564 DESCRIPTION: If a client needs insurance I will provide it to them **TBD POSITION: Owner NATURE: Clothing Business INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2022 ADDRESS: 525 BAY RD, WEBSTER NY 14580 DESCRIPTION: This is a clothing business I am starting with my personal brand. I am going to be making clothes (just sweatshirts to start) and selling them online **Dash Capital Advisors - DBA **DASH CAPITAL ADVISORS POSITION: Contractor NATURE: Marketing purposes - DBA held out to customers for our financial planning services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 50 START DATE: 08/19/2023 ADDRESS: 7424 Victor Mendon Road, Victor NY 14564 DESCRIPTION: We provide financial planning and investment advice to prospective clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-06 |
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