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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED_RES | 2024-12-12 |
| AK | RA | APPROVED | 2024-10-11 |
| CA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2024-10-11 |
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| ND | RA | APPROVED | 2024-10-11 |
| OR | RA | APPROVED | 2024-10-11 |
| SD | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Progressive Advisory Solutions | West Holbrook | NY | 08/2016 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2023 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. NEW YORK LIFE AGENT POSITION: Agent NATURE: Insurance Agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/02/2025 ADDRESS: 2601 S Western Ave, Sioux Falls SD 57105, United States DESCRIPTION: Sell NYL Insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
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