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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
3 N William St, Pearl River, NY 10965 • United States
2354 State Route 17A, Goshen, NY 10924 • United States
12 Evergreen Dr, Middletown, NY 10940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 06/2004 | Present |
| Gaynor Mansion Associates Llc | Middletown | NY | 09/2004 | Present |
| National Planning Corporation | Middletown | NY | 01/2010 | 10/2017 |
| Securities America, Inc. | Middletown | NY | 10/2017 | 06/2024 |
| Securities America Advisors | Middletown | NY | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Middletown | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Middletown | NY | 06/2024 | Present |
1. QUEST SELECT WEALTH PARTNERS, INC POSITION: owner NATURE: Business expenses and Employee benefits INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 12 Evergreen Drive, Middletown NY 10940 DESCRIPTION: Used for no securities related business and employee benefits 2. GAYNOR MANSION ASSOCIATES LLC POSITION: Owner NATURE: Office building. Rental of office space100% Ownership of business3 to 10 hours per month Maintain building, collection of rent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2010 ADDRESS: 12 Evergreen Drive, Middletown NY 10940 DESCRIPTION: Maintenance and collection of Rent 3. DBA - Select Wealth Partners 4. SELECT WEALTH PARTNERS POSITION: partner NATURE: marketing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2023 ADDRESS: 12 EVERGREEN DR, MIDDLETOWN NY 10940 DESCRIPTION: Marketing & Training 5. SELECT TAX & ACCOUNTING TEAM DBA STAT POSITION: President NATURE: corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/04/2024 ADDRESS: 2354 Route 17A, Goshen NY 10924, United States DESCRIPTION: Overview of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-14 |
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