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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-20 |
| CA | RA | APPROVED | 2024-10-11 |
| CO | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| FL | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
Branch Locations
4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PPS ADVISORS LIFE, LLC POSITION: Partner NATURE: MANAGEMENT & FIXED INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: 4250 Veterans Memorial Hwy, Suite 100E, Holbrook NY 11741, United States DESCRIPTION: Management and Sales 2. PPS ADVISORS, INC. POSITION: Chief Operating Officer/Partner NATURE: PPS Advisors is an S Corp. Utilized as a DBA for marketing purposes. All our business activities are marketed under PPS Advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2018 ADDRESS: 4250 Veterans Memorial Hwy, Suite 100E, Holbrook NY 11741, United States DESCRIPTION: Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-25 |
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