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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-26 |
| FL | RA | APPROVED | 2025-04-14 |
| NC | RA | APPROVED | 2025-04-14 |
| NY | RA | APPROVED | 2025-04-11 |
| TX | RA | APPROVED_RES | 2025-04-11 |
Branch Locations
333 Earle Ovington Boulevard Suite 510, Uniondale, NY 11553 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Melville | NY | 04/2013 | 04/2019 |
| The Prudential Insurance Company Of America | Melville | NY | 04/2013 | 04/2019 |
| Popular Bank | New York | NY | 04/2019 | 09/2022 |
| Infinex Investments, Inc. | Meriden | CT | 04/2019 | 09/2022 |
| Bny Mellon Securities Corporation | Uniondale | NY | 09/2022 | 04/2025 |
| Osaic Wealth, Inc. | Uniondale | NY | 04/2025 | Present |
1. Owner at Big Sexy LLC, DBA C & S Marine LI. (Marine Mechanic) located at 1877 Oakland Ave, Wantagh, NY, 11793. Working for 20 hours per month since April 2024. No hours devoted to this outside business during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-31 |
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