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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-13 |
| FL | RA | APPROVED | 2025-01-28 |
| TX | RA | APPROVED | 2025-01-27 |
| CT | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Saratoga Springs | NY | 06/2009 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. ADVISOR INSURANCE BROKERS POSITION: Insurance NATURE: Fixed annuities, life insurance and long-term care products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/29/2024 ADDRESS: 11 Executive Park Dr., Clifton Park NY 12065, United States DESCRIPTION: Provide financial planning options for risk management. 2. CHAMPLAIN WEALTH MANAGEMENT, LTD. POSITION: President NATURE: This is the DBA name that we associate with our business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2009 ADDRESS: 2452 Route 9, Suite 304, Malta NY 12020, United States DESCRIPTION: This is the business name we use for our wealth management and securities related businesses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-24 |
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