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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-13 |
| FL | RA | APPROVED | 2024-09-25 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Middletown | NY | 09/2008 | 10/2017 |
| Securities America, Inc. | Goshen | NY | 10/2017 | 06/2024 |
| Securities America Advisors | Goshen | NY | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Goshen | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Goshen | NY | 06/2024 | Present |
***Tax preparation Position: tax preparation Nature: Tax Preparation Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 03/03/2014 Address: 30 Matthew st, Suite 301, Goshen NY 10924 ***Anthony Natrella Position: Agent Nature: Life insurance sales Investment Related: Yes Hours: 4 Securities Trading Hours: 4 Start Date: 10/01/1994 Address: 30 Matthews St, Suite 301, Goshen NY 10924 ***SAA Position: Investment Advisor Rep Nature: Advisory Investment Services Investment Related: Yes Hours: 80 Securities Trading Hours: 80 Start Date: 10/27/2017 Address: 30 Matthews Street, Suite 301, Goshen NY 10924 ***Quest Financial Services - DBA ***NONE POSITION: Owner/worker NATURE: Handy Man INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1900 Rt 211 E, Middletown NY 10941 DESCRIPTION: Handy Man services, occasionally doing some odd jobs in construction and maintenance for friends and family. ***QUEST WEALTH SERVICES LLC POSITION: Partner NATURE: Investment related administrative services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2022 ADDRESS: 30 MATTHEWS ST STE 301, GOSHEN NY 10924-1988, United States DESCRIPTION: This entity is for the support staff and administrative services involved the the daily operations of registered representatives and investment advisor representatives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-13 |
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