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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2024-10-11 |
| OR | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
500 Bi-County Boulevard Suite 202N, Farmingdale, NY 11735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Jericho | NY | 09/2005 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. DANIEL N. SAXE, INCOME TAX, INC. POSITION: President NATURE: TAX PREP FOR PERSONAL AND CORP TAX RETURNS, BOOKKEEPING & TAX ADVICE INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/15/1993 ADDRESS: 500 Bi-County Blvd, Suite 202N, Farmingdale NY 11735, United States DESCRIPTION: Review input of tax return information. Review input of Quickbooks entries. Consult with clients on their tax responsibilities and how to lessen any tax liabilities they may incur. 2. RETIRED POLICE ASSOC OF THE STATE OF NY POSITION: Treasurer NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2012 ADDRESS: 1 Old Country Road, Suite 276, Carle Place NY 11514, United States DESCRIPTION: Maintain books and records for the bank account, prepare 1099's for raffle winners. Prepare paperwork for PKF O'Connor Davies so that they can produce the tax return.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-29 |
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