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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
10 Cove Lane N Unit C, North Bergen, NJ 07047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lester S. Caesar Cpa'S | New York | NY | 09/2012 | 01/2023 |
| American Portfolios Financial Services Inc. | Port Washington | NY | 03/2020 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. ANDRIY SHEPETA TAX GROUP INC. POSITION: President NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 60 START DATE: 08/15/2013 ADDRESS: 10 Cove Lane N, Unit C, North Bergen NJ 07047, United States DESCRIPTION: Tax Preparation Services Not Investment Related Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-21 |
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