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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-05-23 |
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
187 Wolf Road Suite 300 - Pmb- 105 Jpt, Albany, NY 12205 • United States
100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • United States
Rexford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rexford | NY | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Rexford | NY | 01/2025 | Present |
1) JEFFREY TROMBETTA 4 SWAN DRIVE REXFORD, NY, 12148 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING TRADITIONAL LIFE INSURANCE, FIXED AND EQUITY-INDEXED ANNUITIES, AND FIXED LIFE SETTLEMENTS. START DATE: 08/01/2011 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1. 2) SWAN REDEVELOPMENT, LLC. 4 SWAN DRIVE REXFORD NY 12148 CATEGORY: REAL ESTATE MANAGEMENT/RENTAL/DEVELOPMENT INVESTMENT-RELATED: YES TITLE: SOLE OWNER DUTIES: FINDING, FIXING, AND FLIPPING REAL ESTATE PROPERTIES. START DATE: 06/26/2018 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-12 |
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