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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-10-11
  • NY RA
    APPROVED
    Since 2024-10-11

Branch Locations

Smithtown, NY • United States

4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Home Life Insurance Company New York NY 02/1983 Present
Guardian Life Insurance Co. Of America New York NY 11/1987 Present
Mml Investors Services, Llc Uniondale NY 03/1995 Present
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 02/1983 → Present
    Home Life Insurance Company
    New York, NY
  • 11/1987 → Present
    Guardian Life Insurance Co. Of America
    New York, NY
  • 03/1995 → Present
    Uniondale, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2022-01-10 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2021-06-14 → 2021-12-31
    Garden City, NY
    Uniondale, NY
Other Businesses

1) USI INSURANCE SERVICES INV RELATED / 725 RX PLAZA EAST TOWER, 7TH FL UNIONDALE, NY /NONMMLIA INSURANCE BROKERAGE POSITION: SALES START DATE: 1994 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 20/ SALES OF LIFE, DISABILITY, LONG TERM CARE, PROPERTY AND CASUALTY, HEALTH INSURANCE, ANCILLARY LINES 2) MAGS, LLC POSITION: Owner/partner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 45 CECILIA DR, SYOSSET NY 11791, United States DESCRIPTION: Owner of real estate property. No duties or time needed day to day. 3) LIFE, DISABILITY, LTC INSURANCE, FIXED ANNUITIES POSITION: Sales NATURE: Sales, sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 79 Redan Drive, Smithtown NY 11787, United States DESCRIPTION: sell life, disability, LTC and fixed annuities to prospects and clients 4) STEPHEN C GREICO/LIFE POSITION: Sales NATURE: Life, DISABILITY, LT CARE INS, fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1983 ADDRESS: 79 Redan Drive, Smithtown NY 11787, United States DESCRIPTION: Sell life, disability, LTC insurance and fixed annuities to prospects and clients 5) LIFE, DISABILITY, LTC INSURANCE, FIXED ANNUITIES POSITION: Sales NATURE: Sales, sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 79 Redan Drive, Smithtown NY 11787, United States DESCRIPTION: sell life, disability, LTC and fixed annuities to prospects and clients 6) MAGS, LLC POSITION: Owner/partner NATURE: REAL ESTATE INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 45 CECILIA DR, SYOSSET NY 11791, United States DESCRIPTION: Owner of real estate property. No duties or time needed day to day. 7) PPS ADVISORS INC POSITION: CFP NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2026 ADDRESS: 4250 Vets Hwy, Suite 100E, Holbrook NY 11741, United States DESCRIPTION: Financial Planning, Insurance

Designations

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