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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-20 |
| FL | RA | APPROVED | 2025-03-26 |
| TX | RA | APPROVED_RES | 2025-01-28 |
| NJ | RA | APPROVED | 2024-10-15 |
| RI | RA | APPROVED | 2024-10-15 |
Branch Locations
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Red Bank | NJ | 12/2005 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | Present |
1. I am a sole proprietor selling life and health insurance, address 326 Ormond Dr., Lavallette, NJ 08735. Started in 12/2005. Approximately 4 hours per month. I meet with clients to assess their insurance needs. 2. 76 WEALTH ADVISORY LLC POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 35 START DATE: 01/01/2023 ADDRESS: 520 Speedwell Ave, Suite 113, Morris Plains NJ 07950, United States DESCRIPTION: On an as needed basis I provide Life, Disability or LTC insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
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