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377 Oak Street Suite 403, Garden City, NY 11530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-11 |
Branch Locations
377 Oak Street Suite 403, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Asset Strategies, Inc. | Garden City | NY | 02/2011 | Present |
| Osaic Wealth, Inc. | Huntington | NY | 10/2024 | Present |
(1) UNITED FINANCIAL GROUP, LTD.; INVESTMENT RELATED; 377 OAK STREET, SUITE 403, GARDEN CITY, NEW YORK 11530; INSURANCE SALES; INSURANCE AGENT; START DATE 02/2011; EIGHT HOURS PER MONTH; EIGHT HOURS PER MONTH DURING SECURITIES TRADING HOURS; (2) AMERICAN PORTFOLIO FINANCIAL SERVICES, INC.; INVESTMENT RELATED; 775 PARK AVENUE, SUITE 235, HUNTINGTON, NEW YORK 11743; FINANCIAL SERVICES; REGISTERED REPRESENTATIVE; START DATE 01/2014; SEVEN HOURS PER MONTH; SEVEN HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-16 |
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