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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Securities America, Inc. | Amherst | NY | 09/2007 | 06/2024 |
| Securities America Advisors, Inc. | Amherst | NY | 09/2007 | 06/2024 |
| L&M Financial Services | Amherst | NY | 01/2003 | Present |
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | Present |
**DBA - L&M Wealth Management **L&M GROUP POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 11/15/1995 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Insurance Product Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
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