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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
333 Earle Ovington Boulevard Suite 510, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Garden City | NY | 11/2018 | 06/2024 |
| Infinity Global | Danville | VA | 08/2009 | 08/2018 |
| Securities America Advisors | Garden City | NY | 08/2019 | 06/2024 |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | Present |
***RISK STRATEGIES COMPANY POSITION: Producer/Sales NATURE: I am an Insurance and Employee Benefit Broker. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/04/2018 ADDRESS: 310 Old Country Rd, Suite 205, Garden City NY 11530 DESCRIPTION: Insurance and Employee Benefit sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-21 |
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