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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-29 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Jericho | NY | 06/2009 | 04/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2021 |
| Osaic Wealth, Inc. | Jericho | NY | 04/2021 | Present |
| Medicare Sales | Northport | NY | 10/2024 | Present |
1. PREMIER POSITION: passive minority owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/18/2018 ADDRESS: 514 5th avenue, New York NY 10016, United States DESCRIPTION: passive minority owner.. no duties 2. MEDICARE SALES POSITION: Salesperson NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 79 Dogwood lane, Northport NY 11768, United States DESCRIPTION: Provide advise to seniors considering Medicare options
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-12 |
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