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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
2700 Bellevue Avenue Winkworth Profession, Syracuse, NY 13219 • United States
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 |
|---|---|---|---|---|
| Vision Works | Syracuse | NY | 05/2009 | 11/2020 |
| Fsc Securities Corporation | Syracuse | NY | 09/2005 | 11/2023 |
| Osaic Wealth, Inc. | Syracuse | NY | 11/2023 | Present |
1. REEL COOL LURES POSITION: supervisor NATURE: My two children make, paint and assemble fishing lures. It has nothing at all to do with the securities or insurance business. It is a part time business where they sell lures to tackle and bait shops in the summer and also online. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 2145 Mercer St, Baldwinsville NY 13027, United States DESCRIPTION: I help the kids sell the lures, take them to the PO, package orders, go to bait and tackle shops with them, keep track of inventory, buy supplies for them, help them paint and assemble them when they need help. 2. JANNA CONNOLLY FIXED INSURANCE POSITION: Agent-insurance producer NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2018 ADDRESS: 2700 Bellevue Ave, Syracuse NY 13219, United States DESCRIPTION: Sales and service of fixed insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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