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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 |
| NJ | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
1713 Main Street Unit 102, Lake Como, NJ 07719 • 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 |
|---|---|---|---|---|
| American Portfolios Fincl Svcs | Holbrook | NY | 09/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
MFI RETIREMENT PLANNING ASSOCIATES. INSURANCE SALES. PRESIDENT. NOT SECURITIES RELATED. START DATE 1/2008. 20 HOURS DEVOTED PER MONTH. 20 HOURS DURING MARKET HOURS. ESTATE OF LAWRENCE J. MIERAS-EXECUTOR -NOT INVESTMENT RELATED- START DATE 3/22/22 EXECUTOR OF THE ESTATE TEN HOURS DEVOTED PER MONTH, AND ZERO HOURS DEVOTED PER MONTH DURING MARKET HOURS. AMERICAN PORTFOLIOS ADVISORS, INC. - IAR, INVESTMENT RELATED, START DATE = 2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-14 |
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