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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-20 |
| AZ | RA | APPROVED | 2025-05-08 |
| NJ | RA | APPROVED | 2025-04-21 |
| IL | RA | APPROVED | 2025-04-17 |
| SC | RA | APPROVED | 2025-04-17 |
| VA | RA | APPROVED | 2025-04-17 |
| NY | RA | APPROVED | 2021-10-22 |
| GA | RA | APPROVED | 2016-06-21 |
| FL | RA | APPROVED | 2016-06-15 |
| MA | RA | APPROVED | 2016-05-02 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Rochester | NY | 09/2008 | 10/2024 |
| Novem Group | Rochester | NY | 10/2013 | Present |
| Osaic Wealth, Inc. | Orchard Park | NY | 10/2024 | Present |
1. OSAIC WEALTH, INC. BROKER-DEALER. SECURITIES RELATED. REGISTERED ASSISTANT. START DATE 10/2024. 100 HOURS DEVOTED PER MONTH. 2. NOVEM FOUNDATION. BOARD MEMBER. START DATE 8/2019. NOT SECURITIES RELATED. 4 HOURS DEVOTED PER MONTH. 3. NOVEM GROUP POSITION: Investment Adviser Representative NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/11/2013 ADDRESS: 350 Linden Oaks, Suite 140, Rochester NY 14625, United States DESCRIPTION: meeting with clients, investment recommendations, financial planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-12 |
| S66 | Uniform Combined State Law Examination | 2014-02-24 |
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