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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
MA RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • MA RA
    APPROVED
    Since 2024-06-14

Branch Locations

350 Park Street Suite 205 S, North Reading, MA 01864 • 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
Securities Service Network North Andover MA 04/2012 09/2020
Ssn Advisory, Inc. North Andover MA 04/2012 09/2020
Securities America, Inc. North Reading MA 09/2020 06/2024
Securities America Advisors, Inc. North Reading MA 09/2020 06/2024
Osaic Wealth, Inc. North Reading MA 06/2024 Present
  • 04/2012 → 09/2020
    Securities Service Network
    North Andover, MA
  • 04/2012 → 09/2020
    Ssn Advisory, Inc.
    North Andover, MA
  • 09/2020 → 06/2024
    Securities America, Inc.
    North Reading, MA
  • 09/2020 → 06/2024
    Securities America Advisors, Inc.
    North Reading, MA
  • 06/2024 → Present
    North Reading, MA
Previous Registrations
  • 2020-09-18 → 2024-06-14
    Securities America Advisors, Inc.
    North Reading, MA
  • 2012-04-04 → 2020-09-18
    Ssn Advisory, Inc.
    North Reading, MA
    North Andover, MA
  • 1994-10-21 → 2012-04-04
    Securities America Advisors, Inc.
    North Andover, MA
    North Andover, MA
    North Andover, MA
Other Businesses

1. BRUCE A. FAVORAT POSITION: Independent Insurance Producer NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/21/2020 ADDRESS: 350 Park Street, Suite 205 South, North Reading MA 01864, United States DESCRIPTION: Could be with Variable and Index Products 2. MARY FAVORAT (POA FOR MOM) POSITION: POA NATURE: Power of attorney for my 95 year old mom. Conduct all business as needed for mom. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2026 ADDRESS: 14 Lisburne Road, Peabody MA 01960, United States DESCRIPTION: Conduct all affairs as typical POA for my mom.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-08-23
  • S63 Uniform Securities Agent State Law Examination
    1983-08-23
Designations

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