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Paul Lynch Donahue

Osaic Wealth, Inc.

Holbrook, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

4250 Veterans Memorial Highway Suite 155 E, Holbrook, NY 11741 • 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
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Holbrook NY 07/2004 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 07/2004 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Osaic Wealth, Inc.
    Scottsdale, AZ
Previous Registrations
  • 2021-03-29 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-03-30
  • S63 Uniform Securities Agent State Law Examination
    1993-03-30
Other Names
  • Paul Lynch Donahue

View on SEC IAPD

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