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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
| FL | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-28 |
| CA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Westbury | NY | 02/2002 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. FINANCIAL SOLUTIONS INSURANCE LIFE AND LONG TERM CARE OTHER AGENCIES BESIDES CRUMP IS NON SECURITIES RELATED STARTED IN 1978 PRINCIPAL 100% OWNERSHIP DEVOTES 3 HRS PER MONTH, 1 HR DURING MARKET HRS. 2. LONG ISLAND SMALL BUSINESS ASSISTANCE CORP LOANS TO WOMAN-OWNED AND MINORITY OWNED BUSINESSES NON-SECURITIES-RELATED STARTED IN 2006 ON THE BOARD OF DIRECTORS NO OWNERSHIP DEVOTES .5 HRS A MONTH. 3. JUDITH BECKMAN POSITION: Principal/owner NATURE: Sole proprietorship SELF EMPLOYED INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 04/05/1978 ADDRESS: 2084 Beverly Way, Merrick NY 11566-0000 DESCRIPTION: As an insurance agent licensed in life, health, and variable and fixed annuity insurance, I help my clients fill their insurance needs. FINANCIAL PLANNING. 4. JUDITH BECKMAN POSITION: on the board of directors NATURE: I am actively involved as a volunteer for Literacy Nassau in Wantagh, NY, and on the board of directors. Our mission is to teach people, both adults and children, to read and write, and the organization is a 501(C)3 charity. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/07/2015 ADDRESS: 2084 Beverly Way, Merrick NY 11566-0000 DESCRIPTION: As a member of the board of directors, I and my fellow board members direct the activities of the organization by attending board meetings and receiving reports from the executive director, and voting on relevant issues.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-14 |
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