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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
800 Veterans Memorial Hwy Suite 303, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2014 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. American Premier Financial Group-Insurance & Wealth Planning-start date 8/2024-not investment related-0% ownership-120 hrs monthly 2. AMERICAN PREMIER FINANCIAL GROUP POSITION: Reg. Asst. NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2024 ADDRESS: 800 Veterans Memorial Hwy, Ste 303, Hauppauge NY 11788, United States DESCRIPTION: Registered sales assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-20 |
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