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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
Delray Beach, FL • United States
6501 Congress Avenue Ste 100, Boca Raton, FL 33487 • United States
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 |
|---|---|---|---|---|
| Wall Street Financial Group, Inc. | Fairport | NY | 08/2006 | 09/2016 |
| Securities America, Inc. | Boca Raton | FL | 09/2016 | 06/2024 |
| Securities America Advisors | Boca Raton | FL | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Boca Raton | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | Boca Raton | FL | 06/2024 | Present |
1. CHIRO CARE OF NEW YORK POSITION: SALES NATURE: SELLING MEMBERSHIP TO LARGE EMPLOYERS TO UTILIZE A NATIONWIDE NETWORK OF CHIROPRACTORS FOR THEIR EMPLOYEES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2015 ADDRESS: 6501 Congress Ave Ste 100, Boca Raton FL 33487-2840, United States DESCRIPTION: SELLING MEMBERSHIP TO LARGE EMPLOYERS TO UTILIZE A NATIONWIDE NETWORK OF CHIROPRACTORS FOR THEIR EMPLOYEES 2. BERRIN MGMT GROUP POSITION: PRESIDENT NATURE: INSURANCE AND ANNUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/15/2000 ADDRESS: 6501 Congress Ave Ste 100, Boca Raton FL 33487-2840, United States DESCRIPTION: SELLING LIFE INSURANCE FIXED AND INDEXED ANNUITIES AND UL, WHOLE LIFE, TERM INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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