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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
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 |
|---|---|---|---|---|
| Wall Street Financial Group | Fairport | NY | 01/2004 | 09/2016 |
| Securities America, Inc. | Pittsford | NY | 09/2016 | 11/2017 |
| Securities America Advisors, Inc. | La Vista | NE | 09/2016 | 11/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 11/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AFLAC. SUPPLEMENTAL SHORT-TERM DISABILITY AGENT. 2. ITP PARTNERS LLC. INSURANCE SALES. 200 HOURS DEVOTED PER MONTH. 3. 21ST CENTURY FINANCIAL SERVICES. INSURANCE SALES, FINANCIAL PLANNING. PRESIDENT. START DATE 9/28/16. 4. ITRUST ADVISORS, LLC POSITION: Agent NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/28/1994 ADDRESS: 672 Marsh Rd, Pittsford NY 14534, United States DESCRIPTION: insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
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