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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-17 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
Branch Locations
1305 Franklin Ave Suite 208, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2020 | 09/2021 |
| Hilton Capital Management Llc | Garden City | NY | 06/2019 | 08/2019 |
| Pearson Financial | Garden City | NY | 06/2018 | 08/2018 |
| Village Of Garden City | Garden City | NY | 06/2017 | 08/2017 |
| Franklin And Marshall College | Lancaster | PA | 08/2016 | 05/2020 |
| Baillie Gifford International Llc | New York | NY | 11/2021 | 04/2024 |
| Baillie Gifford Funds Services Llc | New York | NY | 02/2022 | 04/2024 |
| American Portfolios Financial Services Inc. | Holbrook | NY | 04/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. DOUGLAS MONGIARDO - INSURANCE POSITION: Agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2024 ADDRESS: 1305 Franklin Ave Suite 208, Garden City NY 11530, United States DESCRIPTION: Insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
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