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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-18 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 07/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. JAY H MOYER DBA WEALTH ACCUMULATION PLANNING POSITION: TAX PREPARER NATURE: SOLE PROP INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1998 ADDRESS: 8509 Allentown Pike, Blandon PA 19510, United States DESCRIPTION: PREPARE TAXES. HOURS SPENT ON THIS ACTIVITY ARE SEASONAL. FROM FEBRUARY THROUGH APRIL. 2. JAY H MOYER POSITION: SALES NATURE: SOLE PROP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 8509 Allentown Pike, Blandon PA 19510, United States DESCRIPTION: NON-SECURITIES INSURANCE SALES. NO INCOME IN PRIOR YEAR. HAVE EXISTING CONTRACTS. 3. CONGREGATION SHOMREI HABRITH POSITION: BOARD MEMBER - PRES. NATURE: RELIGIOUS ORG. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2011 ADDRESS: 2320 HAMPDEN BLVD, READING PA 19604, United States DESCRIPTION: VOLUNTEER, HELP WITH OPERATIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-02 |
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