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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-22 |
| FL | RA | APPROVED | 2023-07-28 |
| RI | RA | APPROVED | 2019-04-18 |
| MA | RA | APPROVED | 2018-11-02 |
Branch Locations
401 Edgewater Place Suite 105, Wakefield, MA 01880 • United States
160 Gould Street Suite 212, Needham Heights, MA 02494 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Wellesley | MA | 08/2008 | 11/2018 |
| Osaic Wealth, Inc. | Needham Heights | MA | 11/2018 | Present |
1. INSURANCE BROKERAGE POSITION: Investment Advisor Representative NATURE: Insurance producer INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/04/2018 ADDRESS: 160 Gould St, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Outside insurance brokerage producer 2. MARK SULLIVAN/CENTINEL FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2008 ADDRESS: 160 Gould St, Suite 212, Needham Heights MA 02494, United States DESCRIPTION: Financial advisor, insurance and investment planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-22 |
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
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