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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-01-07 |
| MA | RA | APPROVED | 2024-11-05 |
| NC | RA | APPROVED | 2024-11-05 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
100 Cambridge Street 14Th Floor, Unit 14104, Boston, MA 02114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhode Island School Of Design | Providence | RI | 09/2016 | 06/2017 |
| Usaa | San Antonio | TX | 06/2017 | 08/2017 |
| Rhode Island School Of Design | Providence | RI | 08/2017 | 06/2018 |
| Adirondack Studios | Argyle | NY | 08/2018 | 05/2019 |
| Tomy: The First Years | Canton | MA | 05/2019 | 07/2021 |
| American Portfolios Financial Services | Clifton Park | NY | 07/2021 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. LARISSA GUSEK - FIXED INSURANCE POSITION: Broker NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/20/2022 ADDRESS: 100 Cambridge St, Ste 14104, Boston MA 02114, United States DESCRIPTION: Sales / marketing of fixed annuities and non-variable insurance. 2. ALLYN FINANCIAL PARTNERS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/10/2025 ADDRESS: 100 Cambridge St, STE 14104, Boston MA 02114, United States DESCRIPTION: Sales / marketing of securities, investment advisory, and insurance products. 3. ALLYN FINANCIAL PARTNERS, LLC - FIXED INSURANCE POSITION: Broker NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/10/2025 ADDRESS: 100 Cambridge St, STE 14104, Boston MA 02114, United States DESCRIPTION: Sales / marketing of fixed annuities and non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-30 |
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