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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-02-07 |
| FL | RA | APPROVED | 2023-09-19 |
| NY | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 04/2016 | 11/2020 |
| National Asset Management | Melville | NY | 11/2020 | 07/2022 |
| National Securities Corporation | Melville | NY | 11/2020 | 07/2022 |
| Arete Wealth Management, Llc | Chicago | IL | 07/2022 | 09/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 07/2022 | 09/2023 |
| Osaic Wealth, Inc. | Jericho | NY | 09/2023 | Present |
FREEDOM WEALTH PARTNERS POSITION: Managing Director NATURE: Freedom Wealth Partners Inc. is an S-Corporation filed with NYS & DBA Marketing Name for investment advisory services, securities and insurance through Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 09/29/2023 ADDRESS: 380 N Broadway, Suite 206, Jericho NY 11753, United States DESCRIPTION: Market investment advisory services, securities, and insurance services through Osaic Wealth using the DBA/marketing name Freedom Wealth Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
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