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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 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | North Tonawanda | NY | 02/2005 | 12/2017 |
| Securities America, Inc. | Nunda | NY | 12/2017 | 06/2024 |
| Securities America Advisors | Nunda | NY | 12/2017 | 06/2024 |
| Osaic Wealth, Inc. | Nunda | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Nunda | NY | 06/2024 | Present |
Clarence Central School District Position: Bus driver Nature: Not Investment Related Investment Related: No Hours: 80 Securities Trading Hours: 40 Start Date: 09/20/2011 Address: 9825 County Rd, Clarence Center NY 14032 SAA Position: Advisor Nature: Advisory Investment Related: Yes Hours: 100 Securities Trading Hours: 90 Start Date: 12/01/2017 Address: 36 N STATE ST, NUNDA, NY 14517 FUTURE FINANCIAL GROUP POSITION: broker NATURE: Sales of fixed annuities and fixed life insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2005 ADDRESS: 36 N State St, Nunda NY 14517 DESCRIPTION: When my clients have a need for a fixed insurance product, I place that business with Future Financial Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-14 |
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