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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-21 |
| FL | RA | APPROVED | 2024-01-04 |
| CA | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
500 E. Broward Blvd Suite 900, Fort Lauderdale, FL 33394 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Dewitt | NY | 10/2013 | 02/2017 |
| The Prudential Insurance Company Of America | Dewitt | NY | 10/2013 | 02/2017 |
| Pinnacle Investments, Llc | Syracuse | NY | 02/2017 | 06/2018 |
| Sagepoint Financial, Inc. | Syracuse | NY | 06/2018 | 09/2023 |
| Osaic Wealth, Inc. | Syracuse | NY | 09/2023 | Present |
1. JEFFREY DZWONKOWSKI POSITION: Insurance Sales NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2018 ADDRESS: 225 Wilkinson Street, Suite 107, Syracuse NY 13204, United States DESCRIPTION: Insurance Sales 2 EXCELSIOR WEALTH PARTNERS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/22/2018 ADDRESS: 225 Wilkinson Street, Syracuse NY 13204, United States DESCRIPTION: Investment management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-13 |
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