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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
| NY | RA | APPROVED | 2025-09-17 |
| TX | RA | APPROVED | 2025-09-17 |
Branch Locations
240 West 35Th Street Suite 301, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trillium Trading | New York | NY | 06/2019 | 08/2019 |
| Jake G. Photography | New York | NY | 07/2015 | 08/2020 |
| Gallery Media Group | New York | NY | 07/2018 | 08/2020 |
| Fidelity Investments | Lake Grove | NY | 08/2020 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Huntington | NY | 10/2024 | 09/2025 |
| Wells Fargo Bank, Na | Huntington | NY | 10/2024 | 09/2025 |
| Unemployed | Dix Hills | NY | 04/2024 | 10/2024 |
| Osaic Wealth, Inc. | New York | NY | 09/2025 | Present |
1. NY STATE NOTARY POSITION: Notary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2022 ADDRESS: 17 Rustic Gate Lane, Dix Hills NY 11746, United States DESCRIPTION: Notary licensed but do not actively use 2. WALL STREET ALLIANCE GROUP POSITION: Financial Planner NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 09/17/2025 ADDRESS: 450 7th Avenue, New York NY 10123, United States DESCRIPTION: Build financial plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-05 |
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