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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| NC | RA | APPROVED | 2019-08-02 |
| WA | RA | APPROVED | 2018-07-10 |
| MO | RA | APPROVED | 2018-06-27 |
| IA | RA | APPROVED | 2015-06-15 |
| AK | RA | APPROVED | 2012-12-12 |
| FL | RA | APPROVED | 2012-02-29 |
| MA | RA | APPROVED | 2012-02-01 |
| MD | RA | APPROVED | 2012-01-31 |
| CO | RA | APPROVED | 2012-01-30 |
| CT | RA | APPROVED | 2012-01-30 |
| VA | RA | APPROVED | 2012-01-30 |
| GA | RA | APPROVED | 2012-01-27 |
| KY | RA | APPROVED | 2012-01-27 |
| UT | RA | APPROVED | 2012-01-27 |
| TX | RA | APPROVED_RES | 2008-04-15 |
Branch Locations
6819 Pittsford-Palmyra Rd Suite 100, Fairport, NY 14450 • United States
409 S Main St, Geneva, NY 14456 • 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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Fairport | NY | 08/1993 | Present |
1. MANAGING EXECUTIVE FOR OSAIC WEALTH, INC. 2.SALES ADVISORY REP FOR OSAIC WEALTH, INC. - MUTUAL FUNDS - STOCKS - BONDS - ADVISORY SERVICES - VARIABLE ANNUITIES 3. REVERE FINANCIAL PLANNING INC.,INSURANCE, 6819 PITTSFORD-PALMYRA ROAD, FAIRPORT, N.Y. 14450,OWNER, STARTED THIS ACTIVITY: 1997,4-6 HOURS/MONTH, 4-6 HRS. MONTHLY,SELL VARIOUS TYPES OF INSURANCE; LIFE, DISABILITY, GROUP, LONG-TERM CARE AND FIXED ANNUITIES. I HAVE A GA THROUGH RELIASTAR/ING,ACTIVELY ENGAGED IN SELLING: FIXED ANNUITIES,FIXED LIFE, HEALTH, ACCIDENT & DISABILITY, GROUP... 4. HIGGINS HENDERSON RE LLC; NOT INVESTMENT-RELATED; 6819 PITTSFORD PALMYRA RD, FAIRPORT, NY 14450; PARTNER; STARTED 09/01/2012; 4 HOURS/ 0 SECURITIES HOURS; 50% OWNER-REAL ESTATE-RENTAL PROPERTY 5. HIGGINS FINANCIAL ADVISORS POSITION: Sole proprietor/DBA NATURE: DBA/sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 6819 Pittsford Palmyra Road. Ste.100, Fairport NY 14450, United States DESCRIPTION: owner 5. MARYAK, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/04/2010 ADDRESS: 409 S. Main Street, Geneva NY 14456, United States DESCRIPTION: I am partners with a long-term friend who is also a client. We have purchased 6 income properties and will buy more, depending on the market. I am not active in the management of these properties, partner is the active manager. Current number of properties - 6 - Income annually $18000 (mo $1500).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-04-28 |
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