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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| NC | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-09-25 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
421 Penbrooke Drive Suite 4, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Fairport | NY | 09/2016 | 02/2023 |
| Securities America Advisors, Inc. | Victor | NY | 09/2016 | 02/2023 |
| Anderson Van-Horne Associates | Victor | NY | 04/2015 | 09/2016 |
| Securities America, Inc | Penfield | NY | 02/2023 | 06/2024 |
| Securities America Advisors, Inc. | Penfield | NY | 02/2023 | 06/2024 |
| Osaic Wealth, Inc. | Penfield | NY | 06/2024 | Present |
1. DBA: AVH Invest 2. ANDERSON VAN-HORNE INSURANCE & FINANCIAL SERVICES POSITION: Agent NATURE: Life insurance sales. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/20/2015 ADDRESS: 421 Penbrooke Drive, Ste. 4 Penfield, NY 14526 DESCRIPTION: Sell mostly term life insurance. 3. AVH INVEST POSITION: Financial Advisor NATURE: Osaic Wealth Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 09/01/2016 ADDRESS: 421 Penbrooke Dr, Suite 4, Penfield NY 14526, United States DESCRIPTION: Manage portfolios for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-06 |
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