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Kyle Berry Pearson

Osaic Wealth, Inc.

Garden City, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-12
TX RA APPROVED_RES 2024-12-12
CA RA APPROVED 2024-10-11
DC RA APPROVED 2024-10-11
GA RA APPROVED 2024-10-11
MN RA APPROVED 2024-10-11
NY RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
VT RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-12-12
  • TX RA
    APPROVED_RES
    Since 2024-12-12
  • CA RA
    APPROVED
    Since 2024-10-11
  • DC RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2024-10-11
  • MN RA
    APPROVED
    Since 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • VT RA
    APPROVED
    Since 2024-10-11

Branch Locations

One Garden Street, Garden City, NY 11530 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cocktail Club Charleston SC 11/2017 12/2018
Nico Oysters & Seafood Charleston SC 11/2017 02/2019
Domicile Real Estate Charleston SC 05/2018 11/2018
Barfrog Charleston SC 06/2016 02/2019
College Of Charleston Charleston SC 01/2013 06/2017
American Portfolios Financial Services, Inc. Garden City NY 03/2019 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 11/2017 → 12/2018
    Cocktail Club
    Charleston, SC
  • 11/2017 → 02/2019
    Nico Oysters & Seafood
    Charleston, SC
  • 05/2018 → 11/2018
    Domicile Real Estate
    Charleston, SC
  • 06/2016 → 02/2019
    Barfrog
    Charleston, SC
  • 01/2013 → 06/2017
    College Of Charleston
    Charleston, SC
  • 03/2019 → 10/2024
    American Portfolios Financial Services, Inc.
    Garden City, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2021-10-20 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. OSCAR'S NYC LLC POSITION: Owner/Investor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 3 START DATE: 07/03/2024 ADDRESS: 738 Evergreen Ave, Unit 1, Brooklyn NY 11207, United States DESCRIPTION: Seed investor. Helping with raising of capital for funding of restaurant. Overseeing higher level operations of management 2. KYLE PEARSON POSITION: Individual NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 05/28/2019 ADDRESS: 1 Garden St, Garden City NY 11530, United States DESCRIPTION: Sell insurance products (WL, term, DI and LTC) to our clients as part of holistic planning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-20
  • S66 Uniform Combined State Law Examination
    2021-10-20
Other Names
  • Kyle Pearson

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