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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
| NC | 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 | 08/1986 | 07/2020 |
| Securities America, Inc. | Williamsville | NY | 07/2020 | 06/2024 |
| Securities America Advisors | Williamsville | NY | 07/2020 | 06/2024 |
| Investacorp Advisory Services | Miami Lakes | FL | 08/1986 | 07/2020 |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Williamsville | NY | 06/2024 | Present |
PAUL EBERZ CFP POSITION: Sales NATURE: Licensed insurance agent in NY INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1974 ADDRESS: 388 Evans St, Williamsville NY 14221 DESCRIPTION: Where need I offer, Long Term Care Ins, Life products. Mostly Term ins., Fixed and varible annuities DBA - Financial Education Resources
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-14 |
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