Jason M Bimonte

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-07
FL	RA	APPROVED	2023-06-08
NY	RA	APPROVED	2021-04-26

TX RA
APPROVED

Since 2025-11-07
FL RA
APPROVED

Since 2023-06-08
NY RA
APPROVED

Since 2021-04-26

Branch Locations

410 E. Jericho Turnpike, Mineola, NY 11501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Royal Alliance	Huntington	NY	06/2013	Present

06/2013 → Present

Royal Alliance

Huntington, NY

Other Businesses

1. SHELTER ROCK FINANCIAL GROUP POSITION: Financial Advisor NATURE: Shelter Rock Financial group is a DBA that we use a s a marking name for my practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/15/2012 ADDRESS: 410 E Jericho Turnpike, Mineola NY 11501, United States DESCRIPTION: Financial Advisor 2. LIFE AND HEALTH INSURANCE POSITION: Other - insurance broker NATURE: Insurance Agency - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2011 ADDRESS: 410 E Jericho Turnpike, Mineola NY 11501, United States DESCRIPTION: sell Life Insurance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-06-28

S63 Uniform Securities Agent State Law Examination

2011-06-28

Designations

View on SEC IAPD

Current Employers

Osaic Wealth, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews