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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
36-01 31St Ave, Astoria, NY 11106 • United States
1615 Northern Blvd Suite 304, Manhasset, NY 11030 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Capital One Investment Services | Melville | NY | 04/2012 | 07/2018 |
| Capital One Sharebuilder, Inc. | College Point | NY | 01/2015 | 07/2018 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | Present |
| Woodbury Financial Services, Inc. | Forest Hills | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | Manhasset | NY | 01/2024 | Present |
1. CAPITAL WEALTH MANAGERS POSITION: Member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 1615 Northern Blvd, Suite 304, Manhasset NY 11030, United States DESCRIPTION: Member for paying bills 2. OAKFIELD WEALTH MANAGEMENT GROUP LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/02/2018 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746, United States DESCRIPTION: Oakfield Wealth Management LLC is my DBA for securities and fixed insurance business. Additionally, Oakfield Wealth Management receives rental income from 1 sub lease unit 3. THE VERSE SOCIAL CLUB POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/11/2022 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746-6327, United States DESCRIPTION: Take part in conference calls 4. OAKFIELD REAL ESTATE HOLDINGS POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/25/2023 ADDRESS: 191 Oakfield avenue, Dix Hills NY 11746, United States DESCRIPTION: End of year accounting for rental property in FL 5. FIS MARKETING POSITION: Contractor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2023 ADDRESS: 1930 Veterans Memorial Highway, Islandia NY 11749, United States DESCRIPTION: Fixed annuity trade payments to Oakfield Wealth Management then disbursed to financial advisors 6. NIL SOLUTIONS POSITION: Founder NATURE: C Corp INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 05/19/2025 ADDRESS: 191 Oakfield Avenue, Dix Hills NY 11746, United States DESCRIPTION: Founder of NILSOLUTIONS having conversations with founding team partners with regard to MVP development. NILSOLUTIONS will promote the protection of digital identity in the age of AI. We are building an end to end cyber security brand protection platform that combines AI detection, live monitoring and automated take down tools in a seamless experience.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-04 |
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