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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 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14

Branch Locations

5 Limestone Dr, Williamsville, NY 14221 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Williamsville NY 11/2002 06/2024
Securities America Advisors, Inc. Williamsville NY 11/2002 06/2024
Canisius High School Varsity Baseball Team Buffalo NY 03/1989 Present
Bryan E. Tenney Williamsville NY 02/2003 Present
James Lilley Foundation, Inc. East Aurora NY 02/2004 Present
Osaic Wealth, Inc. Williamsville NY 06/2024 Present
  • 11/2002 → 06/2024
    Securities America, Inc.
    Williamsville, NY
  • 11/2002 → 06/2024
    Securities America Advisors, Inc.
    Williamsville, NY
  • 03/1989 → Present
    Canisius High School Varsity Baseball Team
    Buffalo, NY
  • 02/2003 → Present
    Bryan E. Tenney
    Williamsville, NY
  • 02/2004 → Present
    James Lilley Foundation, Inc.
    East Aurora, NY
  • 06/2024 → Present
    Williamsville, NY
Previous Registrations
  • 2021-08-21 → 2024-06-14
    Securities America Advisors, Inc.
    Williamsville, NY
  • 2002-11-15 → 2003-12-31
    Securities America Advisors, Inc.
    Williamsville, NY
Other Businesses

1. SAA POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR - INVESTMENT RELATED - START DATE: - LOCATED AT 5 LIMESTONE DR, WILLIAMSVILLE, NY 14221 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 11/01/2002 ADDRESS: 5 Limestone Drive, Williamsville NY 14221, United States DESCRIPTION: Advise clients on investments - stocks, bonds, mutual funds. 2. INSURANCE SALES POSITION: Insurance Rep NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/2007 - LOCATED AT 5 LIMESTONE DR, WILLIAMSVILLE, NY 14221 INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/2007 ADDRESS: 5 Limestone Drive, Williamsville NY 14221, United States DESCRIPTION: Engage clients on insurance ideas when suitable. 3. 24 S. ELMWOOD INC. POSITION: see above NATURE: Oversee property owned by our family. Currently, the property is being used as a parking lot. We lease the property to a company that runs the lot. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2020 ADDRESS: 24 S. Elmwood Inc., c/o Bryan Tenney, 5 Limestone Drive, Williamsville NY 14221, United States DESCRIPTION: Handle deposits and payments for business. Negotiate leases. Address issues as they arise (rarely). 4. PINE LAKE DRIVE, INC. POSITION: 1/3 owner NATURE: Land Ownership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2019 ADDRESS: County Road, Clarence, NY 14051, United States DESCRIPTION: Minimal. Meet with the engineer to see about future development options. 5. BRYAN E. TENNEY SECURITIES LLC POSITION: Owner / President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 5 Limestone Drive, 5 Limestone Drive, Williamsville NY 14226, United States DESCRIPTION: There are no duties. The LLC was formed on advice from my attorney to act as insurance/liability protection.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-27
  • S63 Uniform Securities Agent State Law Examination
    1993-07-27
Other Names
  • Bryan E Tenney

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