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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-01-03 |
Branch Locations
390 Old Country Road 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Garden City | NY | 09/2022 | Present |
| Knickerbocker Club, Inc. | New York | NY | 02/2016 | 09/2022 |
1. GATEWAY GROUP LLC / GATEWAY INVESTMENTS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/03/2023 ADDRESS: 390 Old Country Road, 2nd Floor, Garden City NY 11530, United States DESCRIPTION: I assist clients with their financial advisory needs. 2. RETIREMENT ADVISORY SERVICES CORP POSITION: Wealth Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/31/2026 ADDRESS: 390 Old Country Road, 2nd Floor, Garden City NY 11530, United States DESCRIPTION: I assist clients with their financial advisory needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-15 |
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