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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-14 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 01/1989 | 07/2020 |
| Comer & Greak Financial Consultants | New Haven | CT | 01/1993 | Present |
| Investacorp Advisory Services | Miami Lakes | FL | 06/2007 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 06/2007 | 07/2020 |
| Securities America, Inc. | New Hartford | CT | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | New Hartford | CT | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | New Hartford | CT | 06/2024 | Present |
| Osaic Wealth, Inc. | New Hartford | CT | 06/2024 | Present |
1) Comer and Greak Financial Consultants, Investment Related, Conducted from 43 Indian Meadow Road, New Hardford, CT 06057. The nature of the Outside Business Activity (OBA) is DBA, my position in the organization is licensed sales assistant. 01/2015 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 0 hours are devoted to the other business during securities trading hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-19 |
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