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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
| FL | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
1159 Pittsford-Victor Rd Suite 230, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | West Henrietta | NY | 03/2012 | 12/2016 |
| Fsc Securities Corp | Atlanta | GA | 12/2016 | 11/2023 |
| Osaic Wealth, Inc. | Pittsford | NY | 11/2023 | Present |
1) JEWISH FEDERATION OF GREATER ROCHESTER POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2016 ADDRESS: 441 East Ave, Rochester NY 14607 DESCRIPTION: As a board member of this non-profit, I am expected to help guide decisions about the direction of the organization. 2) MICHAEL SILVERSTEIN POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2017 ADDRESS: 1159 Pittsford-Victor Rd, Suite 160, Suite 160, PITTSFORD NY 14534, United States DESCRIPTION: Utilize insurance products for appropriate clients 3) GABSHIR LLC POSITION: Member NATURE: GabShir is an LLC that intends to purchase and rent waterfront real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2023 ADDRESS: 3899 Clover Street, Honeoye Falls NY 14472, United States DESCRIPTION: I am the sole member of the LLC and will be responsible for the purchase of property. It is my intention to use a property management company to maintain any property(s).My only expectation for compensation is profits above and beyond my expenses. 4) FREEDOM FINANCIAL PLANNING POSITION: Senior Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/02/2013 ADDRESS: 1159 Pittsford-Victor Rd, Suite 160, Suite 160, PITTSFORD NY 14534, United States DESCRIPTION: Insurance sales, agent, start 2006, non-investment related, sell life, health, and LTC products with various companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-30 |
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