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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 | 2026-07-24 |
| NJ | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Ozone Park | NY | 12/2014 | 06/2024 |
| Araneo Tax & Financial | Ozone Park | NY | 01/2014 | Present |
| Securities America Advisors | Ozone Park | NY | 08/2017 | 06/2024 |
| Osaic Wealth, Inc. | Ozone Park | NY | 06/2024 | Present |
***INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/13/2016 ADDRESS: 135-07 Cross Bay Blvd, Ozone Park NY 11417 DESCRIPTION: Insurance Agent ***ARANEO TAX & FINANCIAL POSITION: TAX PREPARER NATURE: TAX RETURNS REP INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2014 ADDRESS: 135-07 Cross Bay Blvd, Ozone Park NY 11417DESCRIPTION: PREPARE TAX RETURNS FOR CLIENTS. ***SAA POSITION: SAA NATURE: SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 07/31/2017 ADDRESS: 135-07 Cross Bay Blvd, Ozone Park NY 11417 DESCRIPTION: SAA ***DBA - Araneo Tax and Financial ***TAX AND RELAX INC POSITION: Owner NATURE: Tax office that I started on my own, independently of a company I worked for INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 13507 Cross Bay Blvd, Ozone Park NY 11417 DESCRIPTION: Tax preparation, and year-end tax planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-31 |
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