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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Port Washington | NY | 09/2005 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PGP BENEFITS (PROFESSIONAL GROUP PLANS, INC.) GROUP BENEFITS HEALTH, NOT SECURITIES RELATED, INSURANCE REP. COMMISSION BASED. 1-4 HRS PER MONTH, 0 HRS DURING MARKET HRS. 2. MCA CONSULTING SERVICES LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2025 ADDRESS: 87 Murray Ave, Port Washington NY 11050-3527, United States DESCRIPTION: Business consulting services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-01-22 |
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