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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
106 Crystal Brook Hollow Road, Port Jefferson Station, NY 11776 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services | Melville | NY | 12/1990 | 02/2017 |
| Mass Mutual Life Insurance Company | Melville | NY | 07/2016 | 02/2017 |
| Axa Advisors, Llc | New York | NY | 02/2017 | 06/2020 |
| Securities America Inc | Port Jefferson Station | NY | 06/2020 | 06/2024 |
| Securities America Advisors | Port Jefferson Station | NY | 06/2020 | 06/2024 |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Port Jefferson Station | NY | 06/2024 | Present |
1. OUTSIDE FIXED INSURANCE SALES POSITION: INSURANCE AGENT NATURE: OUTSIDE FIXED LIFE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/10/2008 ADDRESS: 106 CRYSTAL BROOK HOLLOW RD, PORT JEFFERSON STATION NY NY 11776, United States DESCRIPTION: SALES AND SERVICE TO EXISTING CLIENTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-01-13 |
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