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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
1400 Sweet Home Road Suite 7, W. Amherst, NY 14228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lancaster Central School District | Lancaster | NY | 10/2006 | 06/2021 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. ANNUCO 111 SMITHTOWN BYPASS STE 209 HAUPPAUGE, NY 11788 INSURANCE AGENCY SELLS FIXED ANNUITIES NOT INVESTMENT-RELATED 2 - 4 HRS MO DURING MARKET/ $2000 COMP 2. CARROLL FINANCIAL SERVICES POSITION: Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2020 ADDRESS: 1400 Sweet Home Road, Suite #7, Amherst NY 14228, United States DESCRIPTION: sell life insurance policies and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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