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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| MA | RA | APPROVED | 2025-03-13 |
Branch Locations
350 Park Street Suite 205 S, North Reading, MA 01864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | North Reading | MA | 10/2019 | 04/2022 |
| Securities America, Inc | North Reading | MA | 04/2022 | 06/2024 |
| Goldstein-Milano Llc | Reading | MA | 10/2019 | 12/2021 |
| Venture Forward Partners, Llc | Framingham | MA | 06/2019 | 09/2020 |
| Paytronix Systems, Inc | Newton | MA | 03/2016 | 05/2019 |
| Osaic Wealth, Inc. | North Reading | MA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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