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11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
Branch Locations
200 Motor Pkwy. Suite A-7, Hauppauge, NY 11788 • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Hauppauge | NY | 04/2016 | 04/2021 |
| Private Advisor Group, Llc | Morristown | NJ | 04/2016 | 04/2021 |
| Resources Investment Advisors, Llc | Hauppauge | NY | 05/2021 | Present |
| Triad Advisors | Norcross | GA | 04/2021 | 08/2024 |
| Osaic Wealth, Inc. | Hauppauge | NY | 08/2024 | Present |
1)OneDigital;200 Galleria Pkwy SE,Ste 1950,Atlanta,GA 30339;parent company;4/2020;30 hrs/month;4 hrs during trading;offer health,benefit and insurance products to public 2)Multiple carriers;investment related;200 Motor Pkwy,Ste A7,Hauppauge,NY 11788;insurance;insurance agent;4/2021;10 hrs/month;4 hrs during trading;selling fixed insurance products to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-20 |
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