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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2023 | 05/2023 |
| Tractor Supply Company | Geneseo | NY | 08/2022 | 03/2023 |
| Mama Mia's | Geneseo | NY | 11/2020 | 12/2023 |
| Neighborrx Pharmacy | Slate Hill | NY | 07/2016 | 09/2018 |
| New York Life Insurance Company | Fairport | NY | 06/2023 | 12/2023 |
| Nylife Securities Llc | Fairport | NY | 07/2023 | 12/2023 |
| Equitable Financial Life Insurance Co. | New York | NY | 01/2023 | 05/2023 |
| Jpmorgan Chase Bank, N.A. | Stony Point | NY | 02/2024 | 03/2026 |
| J.P. Morgan Securities Llc | Stony Point | NY | 02/2024 | 03/2026 |
| Unemployed | Geneseo | NY | 10/2018 | 10/2020 |
| Unemployed | Middletown | NY | 01/2024 | 01/2024 |
| Unemployed | Middletown | NY | 03/2026 | 06/2026 |
| Osaic Wealth, Inc. | Amherst | NY | 06/2026 | Present |
1. EMPLOYEE OF THE FIRM. L&M GROUP LTD POSITION: Registered Office Assistant NATURE: Employee of the firm. L&M group LTD INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 06/22/2026 ADDRESS: 3820 Sheridan Dr, Amherst NY 14226, United States DESCRIPTION: Employee of the firm. L&M group LTD 2. L&M GROUP POSITION: Life Insurance Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2026 ADDRESS: 3820 Sheridan Dr, Amherst NY 14226, United States DESCRIPTION: Life insurance agent sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-10 |
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