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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc. | Miami | FL | 01/2011 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 10/2013 | 07/2020 |
| Securities America, Inc. | Crystal River | FL | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Crystal River | FL | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Crystal River | FL | 06/2024 | Present |
1. Fixed Insurance Companies -noninvestment related-conducted at Multiple Addresses. The nature of business-Fixed Insurance Annuities. My position-financial executive, my duties- work with insurance companies who offer fixed annuities that may benefit my clients needs. Start date-5/13/2015, was the start of the relationship and securities zero hour devoted to OBA and 2 hours per month devoted to OBA. 2. BAYSIDE FINANCIAL STRATEGIES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/05/2022 ADDRESS: 1018 N PALM SPRINGS TER, CRYSTAL RIVER FL 34429, United States DESCRIPTION: fixed annuities, fixed indexed annuities, LTC, Life insurance. 3. RRCC HOLDINGS POSITION: IRA Owner NATURE: I currently have an IRA account with IRA Financial which acts as the custodian for a rental property owned by the IRA which was approved by Investacorp compliance prior to purchase. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2019 ADDRESS: 9330 W. Fort Island Trail, Crystal River FL 34429 DESCRIPTION: IRA Investment property that is owned for appreciation purposes. 4. RRCC HOLDINGS IRA POSITION: IRA Owner NATURE: I currently have an IRA account with IRA Financial which acts as the custodian for a investment property owned by the IRA which was approved by Investacorp compliance prior to Securities America's purchase as well as Osaic's merger. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2019 ADDRESS: 9330 W. Fort Island Trail, Crystal River FL 34429, United States DESCRIPTION: IRA Investment property that is owned for appreciation purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-22 |
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