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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-15 |
| NY | RA | APPROVED | 2024-10-12 |
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Tarrytown | NY | 01/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
1. PROPRIETOR/ WEBSITE ADMINISTRATOR- WWW.SIDEGIG.COM, PO BOX 1005, PEARL RIVER, NY 10965 (5 HOURS A MONTH) 2. PROPRIETOR OF FINEST FINANCIAL GROUP POSITION: Enrolled Agent NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2004 ADDRESS: 275 Route 304, Suite 100, Nanuet NY 10954, United States DESCRIPTION: Review tax returns 3. JOSEPH CAIN EXECUTIVE PROTECTION NON SECURITIES RELATED DEVOTES MINIMAL HRS PER MONTH; HRS DURING MARKET HRS VARY. 1/19/12
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-14 |
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