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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethlehem Central Schools | Delmar | NY | 06/2012 | 06/2017 |
| University At Buffalo | Amherst | NY | 08/2017 | 05/2021 |
| Russell Sage College | Troy | NY | 08/2021 | Present |
| Wendy's | Amherst | NY | 10/2018 | 05/2019 |
| Visionworks | Cheektowaga | NY | 06/2019 | 03/2020 |
| Comfort Inn | Cohoes | NY | 09/2021 | Present |
| Fairfield Inn And Suites | Albany | NY | 06/2018 | 01/2019 |
| Lpl Financial Llc | Slingerlands | NY | 07/2021 | 10/2022 |
| Securities America, Inc. | Slingerlands | NY | 10/2022 | 06/2024 |
| Securities America Advisors | Slingerlands | NY | 10/2022 | 06/2024 |
| Osaic Wealth, Inc. | Slingerlands | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Slingerlands | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-29 |
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