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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Noble Coffee Roasters | Campbell Hall | NY | 05/2015 | 06/2025 |
| Goshen Central School District | Goshen | NY | 09/2021 | 12/2021 |
| Select Wealth Partners | Goshen | NY | 06/2025 | Present |
| Osaic Wealth, Inc. | Goshen | NY | 09/2025 | 01/2026 |
| Osaic Wealth, Inc. | Goshen | NY | 01/2026 | Present |
1. Name of Other Business: No official business name (informal venture owned with brother) Investment-Related: No, the business is not investment-related Address of Other Business: N/A (services performed on an as-needed basis at clients' properties) Nature of Other Business: Junk removal services using a dump trailer Position/Title/Relationship: Co-owner Start Date: June 2023 Approximate Hours/Month: 5-10 hours per month Hours During Securities Trading Hours: None Duties: Driving truck and trailer, loading trailer with junk, and hauling materials to dump 2. SELECT WEALTH PARTNERS POSITION: Associate NATURE: Marketing INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 06/23/2025 ADDRESS: 2354 State Route 17A, Goshen NY 10924, United States DESCRIPTION: Marketing and Training.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-05 |
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