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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Country Central School District | Brookhaven | NY | 09/1998 | Present |
| Mid Island Tax | Hauppauge | NY | 01/2019 | Present |
| Royal Alliance | Hauppauge | NY | 07/2021 | 06/2025 |
| Osaic Wealth, Inc. | Hauppauge | NY | 06/2023 | Present |
1. SAYVILLE SWIMMING POSITION: Assistant swim coach NATURE: Swim coach INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2023 ADDRESS: Johnson Avenue, Sayville NY 11782, United States DESCRIPTION: I am the assistant coach of a the sayville swim team. 2. FIRST FINANCIAL SERVICES POSITION: none NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 38 Kings Highway, Hauppauge NY 11788, United States DESCRIPTION: First Financial services is used as a marketing name only. 3. Midisland Tax POSITION: tax preparer NATURE: Tax preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2019 ADDRESS: 38 Kings Highway, Hauppauge NY 11788, United States DESCRIPTION: tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
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