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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-17 |
| CA | RA | APPROVED | 2024-10-11 |
| DC | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
Branch Locations
38 Starr Ridge Road, Brewster, NY 10509-4503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Finesco Assoc | Lincoln Dale | NY | 10/1981 | Present |
| American Portfolios Financial Services, Inc | Holbrook | NY | 12/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. SOLE PROP POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/1981 ADDRESS: 38 Starr Ridge rd Brewster NY 10509 DESCRIPTION: Insurance sales and insurance policy maintenance 2. FINESCO ASSOC. - ASSOCIATED PERSON, ADVISORY FIRM (RIA) 3. SOLE PROP. - TAX PREPARER 4. SOLE PROP POSITION: Tax Preparer NATURE: TAX PREPARER INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 11/01/1981 ADDRESS: 38 Starr Ridge road, Brewster NY 10509, United States DESCRIPTION: Tax Preparation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-23 |
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