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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Youngstown | OH | 05/2018 | 08/2018 |
| Avalon Athletic Center | Youngstown | OH | 09/2012 | 05/2018 |
| Poland Swim Club | Youngstown | OH | 05/2014 | 05/2017 |
| Student | Poland | OH | 01/2009 | 05/2019 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 12/2019 | 10/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2020 | 10/2023 |
| American Portfolios Financial Services | Poland | OH | 01/2024 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. CARLOZZI FINANCIAL SERVICES POSITION: Sales NATURE: Carlozzi Financial Services is a DBA with Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/15/2024 ADDRESS: 831 Southwestern Run, Suite 1, Poland OH 44514, United States DESCRIPTION: Sales and services various fixed insurance products. 2. CARLOZZI FINANCIAL SERVICES POSITION: Financial Advisor, Registered Assistant NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/15/2024 ADDRESS: 831 Southwestern Run Suite 1, Poland OH 44514, United States DESCRIPTION: Wealth Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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