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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | East Syracuse | NY | 02/2014 | 06/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2014 | 06/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2016 | 06/2018 |
| Securities America Inc. | North Syracuse | NY | 08/2018 | 06/2024 |
| Securities America Advisors | North Syracuse | NY | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | North Syracuse | NY | 06/2024 | Present |
Insurance Sales Position: Sales/owner Nature: life disability and health insurance to our clients Investment Related: No Hours: 60 Securities Trading Hours: 20 Start Date: 08/06/2018 Address: 453 S Main St, North Syracuse NY 13212 DBA: THE ELITE WEALTH MANAGEMENT GROUP ELITE WEALTH MANAGEMENT GROUP LLC POSITION: OWNER/ADVISOR NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 08/16/2018 ADDRESS: 453 S Main St, Syracuse NY 13212 DESCRIPTION: to help clients pick the right managers and portfolios to accomplish their financial goals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-28 |
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