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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| NC | RA | APPROVED | 2025-01-31 |
| TX | RA | APPROVED | 2024-10-21 |
| CA | RA | APPROVED | 2024-08-23 |
| NY | RA | APPROVED | 2024-08-23 |
Branch Locations
1159 Pittsford-Victor Rd Suite 200, Pittsford, NY 14534 • United States
100 Corporate Pkwy Ste 320, Buffalo, NY 14226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Cheektowaga | NY | 06/1997 | 06/2024 |
| Foresters Advisory Services Llc | Cheektowaga | NY | 08/2012 | 06/2024 |
| Foresters Financial Services | Rochester | NY | 07/2018 | 06/2024 |
| Cetera Investment Services Llc | Cheektowaga | NY | 06/2019 | 08/2024 |
| Cetera Investment Advisers Llc | Cheektowaga | NY | 06/2019 | 08/2024 |
| Osaic Wealth, Inc | N Tonawanda | NY | 08/2024 | Present |
1. JAMES HENRY - INSURANCE PRODUCER POSITION: Insurance Producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/30/2024 ADDRESS: 100 Corporate Pkwy, Ste 320, Buffalo NY 14226, United States DESCRIPTION: Fixed Insurance and Annuity Sales 2. ATLAS WEALTH ADVISORS LLC, ATLAS WEALTH ADVISORS DBA POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/26/2024 ADDRESS: 100 Corporate Pkwy, Ste 320, Buffalo NY 14225, United States DESCRIPTION: LLC, DBA for OSJ and Advisor Practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-14 |
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