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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami | FL | 10/1994 | 07/2020 |
| Securities America, Inc. | Pembroke | MA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Pembroke | MA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Pembroke | MA | 06/2024 | Present |
| Osaic Wealth, Inc. | Pembroke | MA | 06/2024 | Present |
1. BROWN HOLDINGS, LLC POSITION: 49% Partnership NATURE: Custom marine canvas design and repair INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 48 George Washington Blvd, Hull MA 02045, United States DESCRIPTION: Paul J Brown manages the account, the account is completely tied to his name, contact information, and bank account. He is my husband and is 51% owner. I am 49% owner and share in decisions only not daily operations. 2. KOMAR WEALTH MANAGEMENT, INC. POSITION: clerical NATURE: Bookkeeping INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2017 ADDRESS: PO Box 457, 166 Center St, Pembroke MA 02359, United States DESCRIPTION: Bookkeeper, insurance sales 3. KOMAR WEALTH MANAGEMENT, INC. POSITION: President NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: PO Box 457, 166 Center St, Pembroke MA 02359, United States DESCRIPTION: securities investments and fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-29 |
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