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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
333 Earle Ovington Boulevard Suite 510, Uniondale, NY 11553 • 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 |
|---|---|---|---|---|
| Securities America Inc. | Garden City | NY | 06/2009 | 06/2024 |
| Securities America Advisors | Garden City | NY | 06/2009 | 06/2024 |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Garden City | NY | 06/2024 | Present |
1. TSGOC, LLC POSITION: partner NATURE: Adminstration Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2009 ADDRESS: 333 Earle Ovington Blvd., Suite 510, Garden City NY 11553, United States DESCRIPTION: TSGOC is the company we set up to be the back office of SAI and SAA business 2. RISK STRATEGIES COMPANY, PART OF THE BROWN & BROWN TEAM POSITION: Executive Vice President NATURE: Sales and Service of Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2016 ADDRESS: 333 Earle Ovington Boulevard, Suite 510, Uniondale NY 11553, United States DESCRIPTION: Sales and Service of insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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