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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-30 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| DC | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
74 Greenwich Ave, Greenwich, CT 06830 • United States
Scarsdale, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | New York | NY | 05/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. MY FATHER HAS BOUGHT LAND REAL ESTATE PROPERTIES AND SET UP TRUSTS FOR ME AND MY BROTHERS. MY FATHER AND MOTHER ARE THE GENERAL PARTNERS AND MAKE ALL DECISIONS. I AM JUST A LIMITED PARTNER. INCOME FROM THE REALESTATE PROPERTIES GETS SPLIT25% EACH BETWEEN ME AND MY 3 BROTHERS. RENTAL INCOME CHANGES YEAR TO YEAR USUALLY AROUND $80,000 2. SANDERS FAMILY REAL ESTATE POSITION: non-voting limited partner NATURE: family LLP. My father manages the real estate holdings which consist of grocery-anchored shopping centers and other various real estate. We are limited partners in these deals. I do not make any decisions or have any power to make them. I am a non-voting member. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 11001 Tara Road, Potomac MD 20854-1345, United States DESCRIPTION: I do not have any responsibilities or decision making power. I am a non-voting limited partner. 3. SANDERS GRANDCHILDREN TRUST #4 POSITION: trustee NATURE: I was asked by my father to be the trustee on a new trust he started for my 2 nephews. I checked with my OSJ and he said it was fine for me to be the trustee and FA. I will act in the best interest of the trust and have set it up as advisory with a heavily discounted fee structure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2025 ADDRESS: 11001 Tara Road, Potomac MD 20854, United States DESCRIPTION: Guide them on investments and educated my nephews on how money can grow.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-03 |
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