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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-06 |
| NC | RA | APPROVED | 2024-09-05 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
106 Crystal Brook Hollow Road, Port Jefferson Station, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mount Sinai | NY | 08/2016 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 06/2020 |
| Next Level Serving | Port Jefferson | NY | 06/2018 | Present |
| Securities America Inc | Port Jefferson Station | NY | 06/2020 | 06/2024 |
| Securities America Advisors | Port Jefferson Station | NY | 06/2020 | 06/2024 |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
1. HERITAGE HARBOR FINANCIAL ASSOCIATES POSITION: ADVISOR NATURE: HERITAGE HARBOR FINANCIAL ASSOCIATES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2017 ADDRESS: 106 CRYSTAL BROOK HOLLOW ROAD, PORT JEFFERSON STATION NY 11776, United States DESCRIPTION: DBA, FINANCIAL PROFESSIONAL 2. AMANDA GONZALEZ - INSURANCE AGENCIES POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2020 ADDRESS: 106 Crystal Brook Hollow Road, Port Jefferson Station NY 11776, United States DESCRIPTION: sales and service of fixed insurance and annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-28 |
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