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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-19 |
| AZ | RA | APPROVED | 2022-10-25 |
| NC | RA | APPROVED | 2022-10-25 |
| MD | RA | APPROVED | 2022-08-03 |
| NY | RA | APPROVED | 2021-10-22 |
| VA | RA | APPROVED | 2021-01-06 |
| SC | RA | APPROVED | 2020-10-26 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2013 | 10/2024 |
| Novem Group, Inc. | Rochester | NY | 02/2013 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 10/2024 | Present |
1) APFS ROCHESTER. INSURANCE SALES, NOT INVESTMENT-RELATED, START DATE 2/2013, 10 HOURS DEVOTED PER MONTH DURING MARKET HOURS 2) NOVEM GROUP, INVESTMENT-RELATED, INVESTMENT ADVISER REPRESENTATIVE, INVESTMENT-RELATED, START DATE 2/2013, 80 HOURS DEVOTED PER MONTH DURING MARKET HOURS 3) OSAIC WEALTH, INC., INVESTMENT-RELATED, REGISTERED REPRESENTATIVE, START DATE 10/2024, 80 HOURS DEVOTED PER MONTH DURING MARKET HOURS 4) LIFE INSURANCE SALES POSITION: agent NATURE: Life Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 350 linden Oaks, Rochester NY 14625, United States DESCRIPTION: Offer Life insurance solutions to people who request it 5) NOVEM GROUP CORP POSITION: agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2017 ADDRESS: 350 linden Oaks, Rochester NY 14625, United States DESCRIPTION: Passive Shareholder Investment IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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