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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L&M Financial Services | Amherst | NY | 10/1986 | Present |
| Securities America, Inc. | Amherst | NY | 09/2007 | 06/2024 |
| Securities America Advisors, Inc. | Amherst | NY | 09/2007 | 06/2024 |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
1. DBA - L&M Wealth Management 2. L&M GROUP POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1986 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-22 |
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