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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-19 |
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 |
|---|---|---|---|---|
| Atlantic Planning Group | Waltham | MA | 08/2021 | 05/2025 |
| National Amusements Inc. | Chestnut Hill | MA | 11/2018 | 08/2021 |
| Holt Renfrew | Toronto | 07/2016 | 10/2018 | |
| Nylife Securities Llc | Waltham | MA | 11/2021 | 05/2025 |
| Eagle Strategies Llc | Waltham | MA | 03/2022 | 05/2025 |
| Osaic Wealth, Inc. | New York | NY | 05/2025 | Present |
1. WALL STREET ALLIANCE GROUP POSITION: Financial Advisor NATURE: LLC S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/19/2025 ADDRESS: 450 Seventh Ave, Suite 605, New York NY 10123, United States DESCRIPTION: Advice clients on financial planning and investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-15 |
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