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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-13 |
Branch Locations
421 Penbrooke Drive Suite 4, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Temple University | Philadelphia | PA | 07/2015 | 12/2017 |
| Nazareth College | Rochester | NY | 01/2018 | 12/2018 |
| Gwinnett County | Lawrenceville | GA | 01/2019 | 10/2019 |
| N/A | Lawrenceville | GA | 10/2019 | 12/2019 |
| Fa Davis Publishers | Philadelphia | PA | 12/2019 | 12/2020 |
| Nazareth College | Rochester | NY | 01/2021 | 08/2021 |
| Victor Central School District | Victor | NY | 08/2021 | Present |
| Osaic Wealth, Inc | Victor | NY | 07/2025 | 10/2025 |
| Osaic Wealth, Inc | Victor | NY | 10/2025 | Present |
AVH INVEST POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/10/2025 ADDRESS: 421 Penbrooke Drive, Suite 4, Penfield NY 14526, United States DESCRIPTION: Financial Advisor - registered B/IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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