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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-03 |
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
Yorktown Heights, NY • United States
45 Knollwood Road Suite 500, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Pension Plans, Inc. | East Northport | NY | 05/1988 | Present |
| Fsc Securities Corporation | Hartsdale | NY | 02/2009 | 11/2023 |
| Osaic Wealth, Inc. | Hartsdale | NY | 11/2023 | Present |
1. CREATIVE PENSION PLANS, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1988 ADDRESS: 280 N. Central Ave., Suite 312, Hartsdale NY 10530, United States DESCRIPTION: I work with small businesses regarding group benefit packages. I also work in the Medicare Insurance market advising seniors on either Medicare Supplement or Medicare Advantage. The corporation is licensed for Life Insurance (Non-Variable), Disability Insurance and LTC insurance. 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/1982 ADDRESS: 280 N. Central Ave., Suite 312, HARTSDALE NY 10530, United States DESCRIPTION: Writing life insurance, disability insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-05 |
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