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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-14 |
| CT | RA | APPROVED | 2024-06-14 |
| FL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
5857 Owens Avenue Suite 300, Carlsbad, CA 92008 • United States
1062 Barnes Rd Suite 303, Wallingford, CT 06492 • United States
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 |
|---|---|---|---|---|
| Advantage Financial Group Llc | Prospect | CT | 10/1988 | Present |
| Securities Service Network, Inc | Wallingford | CT | 05/2014 | 09/2020 |
| Securities America, Inc. | Wallingford | CT | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Wallingford | CT | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Carlsbad | CA | 06/2024 | Present |
| Osaic Wealth, Inc. | Carlsbad | CA | 06/2024 | Present |
ADVANTAGE FINANCIAL GROUP LLC POSITION: Agent NATURE: Insurance: Sales and servicing of existing policies. Done on an occasional basis as a very minor part of the business. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1991 ADDRESS: 1062 Barnes Rd Ste 303, Wallingford CT 06492-6013, United States DESCRIPTION: Sales of insurance when requested by clients. Service existing policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-05 |
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