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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 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| American Portfolios | Clifton Park | NY | 03/2010 | 10/2024 |
| American Portfolios Financial Services, Inc. | Clifton Park | NY | 03/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. AMERICAN PORTFOLIOS ADVISORS RIA IS SECURITIES RELATED START 2010 100 HRS A MONTH 60 HRS DURING MARKET HRS. 2. LEADERS ASSOCIATION GOLF CLASSIC PLAN CHARITY GOLF EVENT NON SECURITIES RELATED START 2008 2 HRS A MONTH. 3. NYLTCB INSURANCE NON SECURITIES RELATED START 2010 SALES AGANET ONE HR A MONTH ONE HR DURING MARKET HRS. 4. MADISON WEALTH LLC POSITION: Affiliated Rep NATURE: LIFE & LONG TERM CARE INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2007 ADDRESS: 659 Plank Road, Clifton Park NY 12065, United States DESCRIPTION: Offer insurance solutions to clients. 5. GALAWAY UNITED METHODIST CHURCH ENDOWMENT, BUSINESS DESCRIPTION, CHURCH ENDOWMENT, START DATE 2023, BOARD OF DIRECTORS, 5 HOURS DEVOTED PER MONTH, ZERO HOURS DEVOTED DURING MARKET HOURS. 6. ADVISORS INSURANCE BROKERS POSITION: affiliated agent NATURE: Independent insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065, United States DESCRIPTION: SALES AGENT 7. GALAWAY UNITED METHODIST CHURCH ENDOWMENT POSITION: BOARD OF DIRECTORS NATURE: BUSINESS DESCRIPTION: volunteer on the Board of Directors of the church endowment fund. I am not in control or custody of any assets or funds. The role is limited to one vote on a board of 5. I help prepare reports for the church. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 2056 East Street, Galway NY 12074, United States DESCRIPTION: Serve on the board as a director, meet with other board members.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-12 |
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