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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Orchard Park | NY | 02/2021 | 06/2021 |
| Strategic Financial Solutions | Buffalo | NY | 06/2018 | 02/2021 |
| Wegmans Food Markets | West Seneca | NY | 10/2013 | 06/2018 |
| Richter Center | St. Bonaventure | NY | 01/2015 | 05/2018 |
| Hertz Corporation | Cheektowaga | NY | 05/2017 | 08/2017 |
| St. Bonaventure University | St. Bonaventure | NY | 08/2014 | 05/2018 |
| Equitable Advisors, Llc | New York | NY | 06/2021 | 12/2022 |
| Osaic Wealth, Inc. | Williamsville | NY | 12/2022 | Present |
1) NORTHEASTERN FINANCIAL PARTNERS LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/12/2022 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: Sales/Marketing of securities and insurance products 2) NORTHEASTERN FINANCIAL PARTNERS LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 12/12/2022 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: I am a registered representative but I am also payed as a registered assistant by Northeastern Financial Partners LLC. 3) NORTHEASTERN FINANCIAL PARTNERS LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/12/2022 ADDRESS: 5780 Main St, Williamsville NY 14221, United States DESCRIPTION: Sales/Marketing of fixed annuities and non variable insurance 7) GENX FINANCIAL LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/15/2022 ADDRESS: 12575 Faraday Lane, Orlando FL 32827, United States DESCRIPTION: GenX Financial is the LLC that facilitates payroll and benefits for innovative financial group employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-01 |
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