Arnold Roger Kerbis

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-11
NY	RA	APPROVED	2024-10-11

FL RA
APPROVED

Since 2024-10-11
NY RA
APPROVED

Since 2024-10-11

Branch Locations

5933 Northern Blvd Suite 5, East Norwich , NY 11732 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Diamond Kerbis & Weinstein, Cpa'S	Nyc	NY	11/1982	Present
American Portfolios Financial Services, Inc.	New York	NY	09/2009	10/2024
Osaic Wealth, Inc.	Scottsdale	AZ	10/2024	Present

11/1982 → Present

Diamond Kerbis & Weinstein, Cpa'S

Nyc, NY
09/2009 → 10/2024

American Portfolios Financial Services, Inc.

New York, NY
10/2024 → Present

Osaic Wealth, Inc.

Scottsdale, AZ

Previous Registrations

2010-03-08 → 2024-10-11

American Portfolios Advisors, Inc

Holbrook, NY

Other Businesses

DIAMOND, KERBIS CPA'S PC POSITION: PRESIDENT NATURE: Professional corporation INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1983 ADDRESS: 471 N. Broadway, Ste 201, Jericho NY 11753 DESCRIPTION: CPA firm responsible for overseeing consulting engagements.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-21
S63	Uniform Securities Agent State Law Examination	1992-10-28

S65 Uniform Investment Adviser Law Examination

2009-12-21
S63 Uniform Securities Agent State Law Examination

1992-10-28

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews