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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
70 Linden Oaks 3Rd Floor, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Rochester | NY | 10/2022 | 01/2025 |
| Doordash | Horseheads | NY | 06/2020 | 06/2021 |
| Olympia Sports | Horseheads | NY | 07/2018 | 10/2021 |
| Jabil | Horseheads | NY | 02/2021 | 06/2021 |
| Paychex | Horseheads | NY | 12/2020 | 02/2021 |
| Typga Container | Tioga | PA | 06/2022 | 08/2022 |
| Suny Geneseo | Geneseo | NY | 08/2019 | 05/2023 |
| Horseheads Middle School And Horseheads High School | Horseheads | NY | 09/2012 | 06/2019 |
| Osaic Wealth, Inc. | Rochester | NY | 01/2025 | Present |
1)ZACHARY CHURCH DBA FAMILY WEALTH & LEGACY LLC 200 MERIDIAN CENTRE SUITE 150 ROCHESTER NY 14618 CATEGORY: 08/01/2024 INVESTMENT RELATED: YES TITLE: LIFE INSURANCE AGENT AND EMPLOYEE DUTIES: OFFERING TRADITIONAL FIXED LIFE INSURANCE START DATE: 08/01/2024 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
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