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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-30 |
| FL | RA | APPROVED | 2024-01-26 |
| NM | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED | 2024-01-25 |
Branch Locations
1925 Aspen Drive Unit 601-A, Santa Fe, NM 87505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Tax Company | Santa Fe | NM | 01/1990 | Present |
| Fsc Securities Corporation | Albuquerque | NM | 05/1996 | 11/2023 |
| Corless And Associates | Corrales | NM | 01/1990 | 07/2024 |
| Osaic Wealth, Inc. | Santa Fe | NM | 11/2023 | Present |
1) ABACUS TAX COMPANY, INC; NOT INVESTMENT RELATED; 1925 ASPEN DRIVE, SUITE 601-A SANTA FE, NM, 87505; OWNER/MANAGER; START DATE 01/01/1990; APPROX/HRS/MTH 30; SEC/HRS 10; TAX PREPARATION 2) PATRICK FLANAGAN POSITION: Owner/Operator NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 1925 ?Aspen Drive, Suite 601-A, Santa Fe NM 87505, United States DESCRIPTION: Hold fixed insurance license
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-28 |
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