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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-03 |
Branch Locations
265 Sunrise Hwy Suite 64, Rockville Centre, NY 11570 • United States
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 12/2013 | 05/2022 |
| Osaic Wealth, Inc. | Rockville Centre | NY | 05/2022 | Present |
1)THE TAX ADVISORS GROUP OF LONG ISLAND 265 SUNRISE HIGHWAY, SUITE 64 ROCKVILLE CENTER, NY 11570 TAX PREPARATION & INSURANCE SALES 2) TAX ADVISORS GROUP POSITION: partner NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 06/15/2005 ADDRESS: 265 sunrise hwy, Rockville Centre NY 11570, United States DESCRIPTION: preparing tax returns and presenting life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-20 |
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