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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-02-27 |
| FL | RA | APPROVED | 2024-12-17 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
Branch Locations
1305 Franklin Ave Suite 208, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios | Garden City | NY | 06/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. Steelview Wealth Management-Advisory Investment Insurance-Investment Related, Start Date 8/14/24 200 Hours Devoted Per Month, 143 During Market Hours, 1305 Franklin Avenue Ste 208, Garden City, NY 11530 2. ROSS F. MONGIARDO POSITION: agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/1990 ADDRESS: 1305 Franklin Ave, Ste. 208, Garden City NY 11530, United States DESCRIPTION: insurance sales and service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-01 |
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