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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Doyle B Shaffer Inc. | Little Neck | NY | 01/2014 | 12/2019 |
| Uihelin's Marina | Montauk | NY | 06/2012 | 08/2019 |
| Wealth Advisory Group | Manhattan | NY | 09/2019 | 12/2019 |
| School | New York | NY | 11/2009 | 05/2019 |
| Woodbury Financial Services Inc | Manhasset | NY | 01/2020 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1. OAKFIELD WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 105 START DATE: 02/03/2020 ADDRESS: 1615 Northern Blvd, Suite 304, Manhasset NY 11030, United States DESCRIPTION: Paperwork and client relations 2. KLEIN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Fixed Annuity INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2022 ADDRESS: 1615 Northern Blvd, Suite 304, Manhasset NY 11030, United States DESCRIPTION: Solicit fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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