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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-05-07 |
| MA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/ Private Ledger Corp.) | North Andover | MA | 09/2006 | 02/2022 |
| Securities America, Inc | Bradford | MA | 02/2022 | 06/2024 |
| Patriot Financial Group, Llc | Bradford | MA | 02/2022 | 01/2023 |
| Securities America Advisors | Bradford | MA | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | Bradford | MA | 06/2024 | Present |
1. QUINNELLY FAMILY TRUST POSITION: Owner NATURE: Owner of Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2018 ADDRESS: 12 Community House Road, Kennebunkport ME 04046, United States DESCRIPTION: Work with the realtor who collects checks, coordinates bookings and cleanings. This is a private home that is used as a summer rental. 2. ALYSON QUINNELLYT. POSITION: Agent NATURE: Selling and Presenting various types of Life Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/06/2006 ADDRESS: 145 S. Main St, Bradford MA 01835, United States DESCRIPTION: Selling and presenting Variable Annuity products and occasionally Fixed Index products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-05 |
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