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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 |
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 |
|---|---|---|---|---|
| Tax Line Corp. | Babylon | NY | 10/2002 | 01/2023 |
| Asset & Financial Planning | Babylon | NY | 09/2004 | 01/2023 |
| Invest Financial Corp. | Tampa | FL | 10/2007 | 02/2018 |
| Lpl Financial Llc | Babylon | NY | 02/2018 | 01/2023 |
| Securities America, Inc. | Babylon | NY | 01/2023 | 06/2024 |
| Securities America Advisors | Babylon | NY | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Babylon | NY | 06/2024 | Present |
1. INSURANCE SALES POSITION: INSURANCE AGENT/BROKER NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/1994 ADDRESS: 500 W MAIN ST STE 201, Babylon NY 11702-3050 DESCRIPTION: I OFFER LIFE, DISABILTY, LONG TERM CARE, AND FIXED ANNUITIES. 2. TAX LINE CORP POSITION: TAX PREPARER / PRESIDENT NATURE: TAX PREPERATION INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2007 ADDRESS: 500 W MAIN ST STE 201, BABYLON NY 11702 DESCRIPTION: TAX PREPARATION 3. ADVISORY POSITION: REGISTERED REPRESENTATIVE NATURE: OSAIC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2021 ADDRESS: 500 W MAIN ST STE 201, BABYLON NY 11702 DESCRIPTION: ADVISORY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-12 |
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