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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
WV RA APPROVED 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • WV RA
    APPROVED
    Since 2024-10-11

Branch Locations

4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Uniondale NY 07/1993 07/2021
Mml Investors Services, Llc Uniondale NY 03/1994 07/2021
American Portfolios Financial Services Inc Holbrook NY 07/2021 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 07/1993 → 07/2021
    Mass Mutual Life Insurance Company
    Uniondale, NY
  • 03/1994 → 07/2021
    Uniondale, NY
  • 07/2021 → 10/2024
    American Portfolios Financial Services Inc
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2021-07-29 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2021-06-14 → 2021-07-30
    Garden City, NY
    Uniondale, NY
Other Businesses

1. PPS Advisors - Business planning, investment related, start date = 10/2022, 0% ownership, 0 compensation, 8 hrs./mo., 8 hrs./mo./mkt. hrs. 2. GARY NAGLE, CFP POSITION: Sole Prop NATURE: Life and Health P&C Broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1993 ADDRESS: 4250 Vets Mem Hwy, Suite 100E, Holbrook NY 11741, United States DESCRIPTION: Assist clients with Life, health and P&C insurance as a broker

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-16
  • S63 Uniform Securities Agent State Law Examination
    1994-03-16
Designations
Other Names
  • Gary J Nagle

View on SEC IAPD

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