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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-19 |
| NJ | RA | APPROVED | 2024-01-19 |
| NY | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Santander Bank, Na | Boston | MA | 01/2016 | 08/2020 |
| Santander Securities, Llc | Dorchester | MA | 01/2016 | 08/2020 |
| Woodbury Financial Services Inc | Manhasset | NY | 10/2020 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1. VAZQUEZ ACQUISITIONS LLC POS: Owner NATURE: LLC INV. RELATED: HRS: 15 SEC TRD HRS: 0 START: 4/8/15 ADDY: Huntington NY 11743 DESC: owner - buy, renovate/sell real est. In the future I may decide to buy and rent props. 2. CHRISTOPHER VAZQUEZ POS: Realtor NATURE: Sole Prop INV. RELATED: Yes HRS: 4 SEC TRD HRS: 0 START: 9/10/20 ADDY: Huntington NY 11743 DESC: real est license/EXP realty. not sold any props 3. OAKFIELD WEALTH MGMT POS: Finl Advisor NATURE: LLC INV. RELATED: HRS: 160 SEC TRD HRS: 160 START: 12/31/20 ADDY: Dix Hills NY 11746 DESC: part of the group managed by Anthony Macaluso Oakfield Wealth Mgmt at Woodbury Finl. I am featured on the website. 4. HIGHLAND CAPITAL BROKERAGE POS: Agent NATURE: Sole Prop INV. RELATED: Yes HRS: 20 SEC TRD HRS: 20 START: 9/8/22 ADDY: Manhasset NY 11030 DESC: provide fixed life ins/ fixed ann Highland is a Brokerage Partner AG 5. PROSPERITY LIFE GROUP POS: Agent NATURE: Sole prop INV. RELATED: Yes HRS: 10 SEC TRD HRS: 3 START: 9/12/22 ADDY: Manhasset NY 11030 DESC: sell fixed ann /life ins/ Prosperity LIFE Group in NY, PA, NJ AND FL 6. FIS MKTG POS: Finl Advisor NATURE: Sole Prop INV. RELATED: Yes HRS: 10 SEC TRD HRS: 10 START: 10/4/22 ADDY: Islandia NY 11749 DESC: FIS Mktg 7. FINL INDEPENDENCE GROUP POS: Private Wealth Advisor NATURE: Sole Prop INV. RELATED: Yes HRS: 20 SEC TRD HRS: 2 START: 11/17/23 ADDY: Manhasset NY 11030 DESC: sell life ins, FAFIAs, disability ins/ LTC ins 8. MAGELLAN FINL POS: Private Wealth Advisor NATURE: sole prop INV. RELATED: Yes HRS: 20 SEC TRD HRS: 2 START: 1/11/24 ADDY: Manhasset NY 11030 DESC: sell life ins, FA, FIA , disability ins/LTC ins to my prospects and clients at Woodbury Finl/Osaic Wealth 9. STRATEGIC EDUCATION TECHNOLOGIES A/K/A SET POS: Private Wealth Advisor NATURE: Sole Prop INV. RELATED: Yes HRS: 20 SEC. TRADING HRS: 5 START: 3/7/24 ADDY: Manhasset NY 11030 DESC: sell life ins, FAs, FIAs, disability ins/ LTC ins 10. CHRIS VAZQUEZ POS: Owner NATURE: Sole Prop INV. RELATED: No NUMBER HRS: 20 SEC. TRADING HRS: 0 START: 3/7/24 ADDY: Huntington NY 11743 DESC: Provide information to college-bound students and their parents. Services are fulfilled by 3rd party professional education company The College Planning Network, LLC 11. CAMPUS BOUND PLANNING LLC POSITION: Owner NATURE: LLC INV. RELATED: HRS: 20 SEC. TRADING HRS: 0 START: 3/7/24 ADDY: Huntington NY 11743 DESC: Provide info to college-bound students 12.CMAC ENTERPRISES LLC - DBA BACKYARD FIXTURES POS: Co-Founder NATUR: E-Commerce LLC INV. RELATED: HRS: 40 SEC. TRADING HRS: 0 START: 7/23/24 ADDY: Manhasset NY 11030 DESC: E-commerce store 13. SIMPLICITY POS: Ins Agent NATURE: Sole Prop INV. RELATED: Yes HRS: 10 SEC. TRADING HRS: 10 START: 11/7/24 ADDY: Manhasset NY 11030 DESC: Sales /fixed life ins products 14.NEAT STREET CLEANERS POSITION: CEO NATURE: LLC INV. RELATED: No NUMBER HRS.: 20 SEC. TRADING HRS.: 0 START: 05/09/2025 ADDRESS: 57 Manchester Rd, Huntington NY 11743 DESC: Starting a remote cleaning business. Will facilitate cleaning residences &businesses. I will hire independent cleaners to perform the job 15. PLATINUM PRO CLEANERS LLC POSITION: CEO NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SEC. TRADING HRS: 0 START DATE: 05/09/2025 ADDRESS: 57 Manchester Rd, Huntington NY 11743, United States DESCRIPTION: Starting a remote cleaning business. Will facilitate the cleaning of residences & businesses. I will hire independent cleaners to perform the job
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
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