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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| PR | RA | APPROVED | 2024-10-11 |
| RI | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
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 Fincl Svcs | Holbrook | NY | 08/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. LIFE INSURANCE AND ANNUITY AGENT FOR SEVERAL INSURANCE COMPANIES THROUGH ZENITH MARKETING & CRUMP INS INSURANCE SALES LIFE INSURANCE FIXED ANNUITIES NON SECURITIES RELATED. 09/19/11, 5HRS./WK 2. DAVID REY FINANCIAL GROUP. NOT SECURITIES RELATED. START DATE 6/1/2015. INSURANCE PRODUCTS, LIFE INSURANCE, FIXED AND IMMEDIATE ANNUITIES. 100% OWNERSHIP. 40 HOURS DEVOTED PER MONTH, 20 HOURS DURING MARKET HOURS. 3. DGR Wealth 4250 Veteran Memorial Hwy STE 420E Holbrook, NY 11741 Life Insurance & Fixed Annuities/ Not investment related/ Established 02/2024/ 100% ownership sales and marketing/ 20hours mo. 10 during market 4. DGR WEALTH POSITION: Owner NATURE: Sole Proprietorship/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/01/2024 ADDRESS: 4250 Veterans Memorial Hwy. Ste 420E, Holbrook NY 11741, United States DESCRIPTION: Part of my practice, IAR with Osaic. Osaic compensation paid directly to David Rey 5. ASH BROKERAGE (FORMERLY ZENITH MARKETING) & CRUMP POSITION: Agent NATURE: LIFE INSURANCE AND ANNUITY AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/19/2011 ADDRESS: 4250 Veterans Memorial Hwy, STE 420E, Holbrook NY 11741, United States DESCRIPTION: Fixed annuity & life insurance 6. DGR WEALTH POSITION: Owner NATURE: Sole Proprietorship/DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2024 ADDRESS: 165 South Country Road, Bellport NY 11713, United States DESCRIPTION: I provide investment advice to families and small businesses, primarily working with advisory accounts. 7. DAVID REY AS AGENT POSITION: Agent NATURE: LIFE INSURANCE AND ANNUITY AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1991 ADDRESS: 165 South Country Road, Bellport NY 11713, United States DESCRIPTION: Sales & service of fixed annuity & life products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-26 |
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