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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| NJ | RA | APPROVED | 2019-09-11 |
Branch Locations
24 East Park Avenue 2Nd Floor, Long Beach, NY 11561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Jhfn | New York | NY | 08/2010 | 11/2018 |
| Osaic Wealth, Inc. | Westbury | NY | 11/2018 | Present |
1. INSURANCE BROKER POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2015 ADDRESS: 24 East Park Ave, Long Beach NY 11561, United States DESCRIPTION: Insurance broker for Life insurance, Fixed Annuities, LTC, DI 2. CLIENT FOCUSED ADVISORS POSITION: Vice President NATURE: LLC, that is used as DBA for myself INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/29/2013 ADDRESS: 24 East Park Ave, Long Beach NY 11561, United States DESCRIPTION: Client Focused Advisors is the DBA under how I market my investment and security business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-26 |
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