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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-04 |
| CA | RA | APPROVED | 2025-01-04 |
| GA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pps Advisors, Inc | Holbrook | NY | 03/2015 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 06/2015 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PPS ADVISORS, INC. POSITION: Investment advisor representative NATURE: INSURANCE AND FIXED ANNUITIES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2018 ADDRESS: 4250 Veterans Memorial Hwy, Suite 100E, Holbrook NY 11741, United States DESCRIPTION: Life insurance and fixed annuities for clients when applicable or needed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
| S66 | Uniform Combined State Law Examination | 2015-12-08 |
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