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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED_RES | 2025-02-20 |
| GA | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | 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. | Holbrook | NY | 12/2006 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) MS BALLIN FINANCIAL STRATEGIES, LIFE & HEALTH INSURANCE SALES, NOT INVESTMENT RELATED, START DATE = 1983, 100% OWNERSHIP, INDEPENDENT SALES AGENT, COMPENSATION = $2500/YEAR, VARIOUS HOURS, 0 HOURS DURING MARKET HOURS 2) MS BALLIN FINANCIAL STRATEGIES LIFE AND HEALTH INSURANCE POSITION: SOLE PROPRIETOR NATURE: SOLE PROPRIETOR INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/27/1983 ADDRESS: 35 COOKIE LANE, ISLIP TERRACE NY 11752, United States DESCRIPTION: LIFE AND HEALTH INSURACE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-06 |
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