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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-26 |
Branch Locations
130 Linden Oaks Drive Suite D, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seabreeze Amusement Park | Rochester | NY | 05/2017 | 09/2019 |
| Chipotle | Webster | NY | 09/2017 | 06/2021 |
| Financial Freedom Group | Rochester | NY | 05/2021 | Present |
| Osaic Wealth | Rochester | NY | 07/2024 | Present |
| Babysitting | Rochester | NY | 07/2014 | 05/2017 |
1. INSTAGRAM CONTENT CREATION POSITION: Content Creator NATURE: Free lance. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 12/05/2021 ADDRESS: 141 Avondale Road, Rochester NY 14622, United States DESCRIPTION: -Create videos to post on Instagram reels -Edit photos -Promote products (hair care, clothing, etc.) 2. TIK TOK CONTENT CREATION POSITION: Content Creator NATURE: Free lance work. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 02/25/2021 ADDRESS: 141 Avondale Road, Rochester NY 14622, United States DESCRIPTION: -Record videos -Edit videos & add audio, font, etc. -Reply to interactions 3. FINANCIAL FREEDOM GROUP POSITION: Executive Assistant NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/17/2021 ADDRESS: 130 Linden Oaks Drive, Suite D, Rochester NY 14625, United States DESCRIPTION: -Answering phones -Preparing paperwork for new accounts, distributions, new beneficiaries, etc. -Sending clients their distributions 4. PUBLIC NOTARY POSITION: Public Notary NATURE: Public Notary designation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/13/2021 ADDRESS: 141 Avondale Road, Rochester NY 14622, United States DESCRIPTION: -Notarizing forms
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-16 |
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