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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costanzo Financial Services | Garden City | NY | 02/1988 | Present |
| American Portfolios | Garden City | NY | 09/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. COSTANZO FINANCIAL SERVICES POSITION: Tax Preparer NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1988 ADDRESS: 37 Eastfield Ln, Melville NY 11747, United States DESCRIPTION: Tax preparation and tax filing for clients 2. ANNUCO, LLC POSITION: Insurance agent NATURE: FIXED ANNUITIES SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2017 ADDRESS: 37 Eastfield Ln, Melville NY 11747, United States DESCRIPTION: Fixed annuity sales 3. RAMPART AMERICAN INSURANCE SERVICES POSITION: Insurance Agent NATURE: LIFE INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2017 ADDRESS: 37 Eastfield Ln, Melville NY 11747, United States DESCRIPTION: Life Insurance Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-19 |
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