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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NY | RA | APPROVED | 2024-11-04 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Jericho | NY | 09/2003 | 06/2024 |
| Securities America Advisors, Inc. | Jericho | NY | 09/2003 | 06/2024 |
| John Carbonara | Glen Head | NY | 01/2004 | Present |
| Osaic Wealth, Inc. | Jericho | NY | 06/2024 | 11/2024 |
| Osaic Wealth, Inc. | Jericho | NY | 06/2024 | 11/2024 |
| Nxt Phase Financial Services | Jericho | NY | 11/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | Present |
1. Fixed insurance sales and referrals; Located at 500 N Broadway, Ste 251A, Jericho, NY 11753, as of 10/15/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, John Carbonara, Inc., a private entity established to facilitate securities, advisory, and insurance business; Located in Jericho, NY, as of 10/16/2024; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Financial Associates, LLC; created for paying office expenses; Located in Jericho, NY; as of 2003; 5% of time spent during business hours; Conducted at branch location; Investment related. 4. Co-owner of rental property located in Southold, NY, as of 01/2025; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-09 |
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