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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Insurance | Pine Bush | NY | 12/1995 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2011 | 08/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2011 | 08/2017 |
| National Planning Corporation | Pine Bush | NY | 08/2017 | 10/2017 |
| Securities Americe, Inc. | Pine Bush | NY | 10/2017 | Present |
| Securities America Advisors | Pine Bush | NY | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Pine Bush | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Pine Bush | NY | 06/2024 | Present |
**SAA Position: Investment Advisor Rep Nature: Advisory Investment Services Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 10/17/2017 Address: 30 Matthews St Ste 301, Goshen NY 10924 **George Thompson Agency, Inc. Position: sales Nature: Sells property and casualty insurance, including life and health products. Investment Related: No Hours: 25 Securities Trading Hours: 15 Start Date: 09/01/1995 Address: 2708 State route 52, Pine Bush NY 12566 **Winter Wonderland LLC Position: partner Nature: Is an LLC which contains a rental property and farmland. Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 06/01/2007 Address: 3189 New Prospect Rd, Pine Bush NY 12566 **Rental House 238 maple ave Position: owner Nature: Rental Property Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 02/17/2007 Address: 238 Maple Ave, Pine Bush NY 12566 **SMC Position: owner Nature: office building Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 02/17/2007 Address: 2708 State route 52, Pine Bush NY 12566 **Pine Bush Public Library Position: Board Member/Officer Nature: Board Member of Library Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 10/01/2012 Address: 227 Maple Ave, Pine Bush NY 12566 **Quest Financial Services - DBA **DBA - Select Wealth Partners
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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