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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-06 |
| FL | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
41 Front St 2Nd Floor, Rockville Centre, NY 11570 • United States
164-46 Crossbay Blvd., Howard Beach, NY 11414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Rockville Centre | NY | 01/2000 | 06/2024 |
| Araneo Tax & Financial | Rockville Centre | NY | 01/2000 | Present |
| Securities America Advisors, Inc | Rockville Centre | NY | 07/2000 | 06/2024 |
| Osaic Wealth, Inc. | Howard Beach | NY | 06/2024 | Present |
1. ARANEO TAX AND FINANCIAL POSITION: Owner/Tax Preparer NATURE: PERSONAL INCOME TAX PREP INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 15 START DATE: 01/17/2000 ADDRESS: 41 Front Street, Fl2, Rockville Centre NY 11570, United States DESCRIPTION: Personal income tax preparation 2. STEVE ARANEO, LIFE INSURANCE AGENT POSITION: insurance agent NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 7/1999 - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1999 ADDRESS: 41 Front Street, Fl2, Rockville Centre NY 11570, United States DESCRIPTION: term life insurance sales 3. RENTAL PROPERTY POSITION: none NATURE: Rental Condominium INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2016 ADDRESS: 353 S US Hwy1, Villa B-8, Jupiter FL 33477, United States DESCRIPTION: none. My wife deals with the real estate agent regarding tenants and repairs/upkeep.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-03 |
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