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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-06-06 |
| FL | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
Palm Beach Gardens , FL • United States
45 Knollwood Road Suite 500, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Multivest Planning Corp. | Hartsdale | NY | 04/1981 | Present |
| Fsc Securities Corporation | Hartsdale | NY | 02/2009 | 11/2023 |
| Osaic Wealth, Inc. | Hartsdale | NY | 11/2023 | Present |
1) THE BROOKLYN PREP ALUMNI ASSOCIATION POSITION: Board of Director NATURE: It is the alumni association of a Jesuit High School in Brooklyn which closed in 1972. It is a 501 C 3 corporation. Its purpose is to run events and solicit donations from alumni to provide scholarships to to needy children who wish to attend other Jesuit schools in the NYC area . INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 30 West 16th St, New York NY 10011, United States DESCRIPTION: I run a golf outing every year. I also sit on their investment committee. 2) MULTIVEST PLANNING CORP POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/07/1981 ADDRESS: 280 N CENTRAL AVE,, STE 312, Hartsdale NY 10530, United States DESCRIPTION: This is a dba set up to do non security transactions. All previous non security transactions have been brought into the Broker Dealer and I use Multivest to pay my administrator and office expenses. Commissions and overrides are deposited into Multivest and after expenses I draw a w2 in salary. 3) EUGENE LEYDEN- INSURANCE POSITION: Agent NATURE: Write insurance through Osaic Wealth Inc InsuranceBrokerage services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2009 ADDRESS: 280 N Central Ave, Hartsdale NY 10530, United States DESCRIPTION: Write Life Insurance .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-07-22 |
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