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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 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2014 | 08/2019 |
| Northwestern Mutual Investment Services, Llc | Fairport | NY | 08/2014 | 08/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 08/2019 |
| Securities America, Inc. | Victor | NY | 08/2019 | 06/2024 |
| Securities America Advisors | Victor | NY | 08/2019 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
1. HIGHLAND POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2019 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564, United States DESCRIPTION: As needed sell insurance through a brokerage firm 2. THE SONS & FATHER PROPERTIES, LLC POSITION: Partner/Member NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1159 Mile Square Rd, Mendon NY 14506 DESCRIPTION: Looking to purchase real estate for the purpose of renting those properties. 3. Dash Capital Advisors - DBA 4. DASH CAPITAL ADVISORS POSITION: Financial Advisors NATURE: Financial Planning and Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/16/2019 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564 DESCRIPTION: Our DBA held out to customers for our financial planning and wealth management services. 5. MODERN LIFE POSITION: Insurance Producer NATURE: Insurance Agency- Utilizing Modern Life as an IMO/FMO to broker insurance through. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/21/2026 ADDRESS: 295 Lafayette St, Suite 701, New York NY 10012, United States DESCRIPTION: Insurance Producer Duties to provide clients with insurance products based on their financial plan. Utilizing Modern Life as an IMO/FMO to broker insurance through.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-28 |
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