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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-14
  • NY RA
    APPROVED
    Since 2026-05-14

Branch Locations

380 N. Broadway Suite 206, Jericho, NY 11753 • 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
De Solutions Ny Inc Brooklyn NY 06/2010 04/2026
Woodbury Financial Services Inc Brooklyn NY 11/2021 01/2024
Osaic Wealth, Inc. Brooklyn NY 01/2024 04/2026
Wells Fargo Advisors Financial Network, Llc Brooklyn NY 04/2026 05/2026
Osaic Wealth, Inc. Jericho NY 05/2026 Present
Previous Registrations
Other Businesses

1. DE SOLUTIONS NY INC POSITION: PRESIDENT NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2010 ADDRESS: 1614 E 14th St, BROOKLYN NY 11229, United States DESCRIPTION: Currently no duties are being done with or for this company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-15
S63 Uniform Securities Agent State Law Examination 2022-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-15
  • S63 Uniform Securities Agent State Law Examination
    2022-11-16

View on SEC IAPD

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