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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 |
| FL | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colken Enterprises | Ridge | NY | 02/1992 | 05/2017 |
| Economic Planning Health Corporation Inc | Ridge | NY | 05/1993 | 12/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2001 | 10/2024 |
| Sunrise Vitamin And Health Llc | Freeport | NY | 02/2008 | 12/2018 |
| Merrick Vitamin & Health Llc | Freeport | NY | 02/2008 | 12/2018 |
| Economic Property And Casualty Agency Inc. | Middle Island | NY | 05/2010 | 12/2018 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AFLAC RENEWAL COMMISSIONS POSITION: Ex- agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1995 ADDRESS: 12633 Lonsdale Terrace Fort Myers, FL 33913, Fort Myers FL 33913, United States DESCRIPTION: No duties and no selling and no correspondence. I receive renewal commissions on Aflac Products sold over 8 years ago and renewal commissions are for life.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-10 |
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