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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 |
Branch Locations
636 Plank Road Ste 104, Clifton Park, NY 12065-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Omaha | NE | 09/2000 | 06/2024 |
| Diamond Financial Services | Clifton Park | NY | 09/2000 | Present |
| Securities America Advisors, Inc | Omaha | NE | 02/2001 | 06/2024 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | Present |
DIAMOND FINANCIAL SERVICES POSITION: Managing member NATURE: DIAMOND FINANCIAL SERVICES INSURANCE SALES MANAGING MEMBER 10% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2000 ADDRESS: 636 Plank Rd #104, Clifton Park NY 12065 DESCRIPTION: Life insurance and LTC needs of my clients for more NY companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-09-22 |
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