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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Williamsville | NY | 02/2007 | 06/2024 |
| Securities America Advisors, Inc. | Williamsville | NY | 06/2013 | 06/2024 |
| First National Investors | Williamsville | NY | 02/2007 | Present |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | Present |
INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR - INVESTMENT RELATED - START DATE: 02/2007 - LOCATED AT 4254 SHIMERVILLE RD, CLARENCE NY 14031 FIRST NATIONAL INVESTORS POSITION: sole prop NATURE: 1. FIRST NATIONAL INVESTORS - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 07/2003 - LOCATED AT4254 ShimervilleRd.CLARENCE, NY 14031 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 07/01/2003 ADDRESS: 4254 Shimerville Rd, Clarence NY 14031, United States DESCRIPTION: I have the ability to sell Term Insurance, UL ,Fixed Annuity, LTC FIRST NATIONAL INVESTORS POSITION: Adviser NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR - INVESTMENT RELATED - START DATE: 02/2007 - LOCATED AT 8759 Main St. Williamsville NY, 14221 INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2007 ADDRESS: 8759 Main, Williamsville NY 14221, United States DESCRIPTION: Fee based advisory services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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