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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
East Aurora, NY • United States
5 Limestone Dr, Williamsville, NY 14221-7178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Williamsville | NY | 05/2003 | 06/2024 |
| Securities America Advisors, Inc. | Williamsville | NY | 05/2003 | 06/2024 |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | Present |
1. OSAIC INSURANCE POSITION: owner NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2005 ADDRESS: 5 Limestone Dr, Williamsville NY 14221, United States DESCRIPTION: review client's annuities 2. OSAIC INSURANCE POSITION: advisor NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2010 ADDRESS: 5 Limestone Dr, Williamsville NY 14221, United States DESCRIPTION: look at client's annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-16 |
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