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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6536 Anthony Drive Suite D, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esl Federal Credit Union | Rochester | NY | 11/2015 | 03/2021 |
| Lpl Financial | Rochester | NY | 02/2019 | 03/2021 |
| Esl Investment Services, Llc | Rochester | NY | 08/2019 | 03/2021 |
| Unemployed | Farmington | NY | 03/2021 | 04/2021 |
| Lincoln Financial Advisors Corporation | Rochester | NY | 04/2021 | 01/2025 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | Present |
1) DANIEL CUSATO 200 MERIDIAN CENTRE STE 150 ROCHESTER NY 14618 CATEGORY: NOTARY PUBLIC INVESTMENT-RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE START DATE: 09/21/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) DANIEL CUSATO 200 MERIDIAN CENTRE STE 150 ROCHESTER NY 14618 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES:5/1/2022 START DATE: OFFERING DISABILITY, FIXED ANNUITIES, FIXED INDEXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 FORM BR UPDATE (IF INVESTMENT RELATED): YES WEBSITE UPDATED ONTO FORM BR (IF INVESTMENT RELATED): HTTP://WWW.TRGROCHESTER.COM/ OTHER BUSINESS 3) DANIEL CUSATO POSITION: Agent NATURE: Solicit insurance to prospects with a need. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2022 ADDRESS: 6536 Anthony Dr Ste D Victor NY 14564 DESCRIPTION: Solicit insurance to clients/prospects with a need
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-18 |
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