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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-02-25 |
| MA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Haverhill | MA | 10/1998 | 02/2022 |
| Securities America, Inc | Bradford | MA | 02/2022 | 06/2024 |
| The Patriot Financial Group, Llc | Bradford | MA | 02/2022 | 01/2023 |
| Securities America Advisors | Bradford | MA | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Bradford | MA | 06/2024 | Present |
MICHAEL DANEAU, INSURANCE SALES POSITION: SALES NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/18/2022 ADDRESS: 145 S MAIN ST, BRADFORD MA 01835, United States DESCRIPTION: SALE OF INSURANCE IS PART OF MY BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-17 |
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