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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gianno & Freda, Cpa'S | Hyannis | MA | 11/1989 | Present |
| Investacorp, Inc. | Miami Lakes | FL | 06/1995 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 09/2007 | 07/2020 |
| Securities America, Inc. | Hyannis | MA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Hyannis | MA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Hyannis | MA | 06/2024 | Present |
| Osaic Wealth, Inc. | Hyannis | MA | 06/2024 | Present |
1. GIANNO AND FREDA, INC. POSITION: President NATURE: Mark Gianno is a Certified Public Accountant licensed by the Commonwealth of Massachusetts. I am the President of Gianno and Freda, Inc., a Massachusetts Public Accounting firm. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 06/30/1986 ADDRESS: 296 Winter Street, Hyannis MA 02601 DESCRIPTION: Accounting, Tax, bookkeeping, retirement and income planning, business advisory services to individuals, trusts and closely held businesses. These services are personally delivered by me with the assistance of professional accounting staff. 2. MARK GIANNO, CERTIFIED FINANCIAL PLANNER POSITION: Advisor NATURE: Financial Advisor through Osaic Wealth, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 01/04/1993 ADDRESS: 296 Winter Street, Hyannis MA 02601, United States DESCRIPTION: Financial Advisory Services including fee-based investing, retirement planning, cash flow planning, estate planning, asset allocation modelling, investment risk assessments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-21 |
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