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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-11 |
| FL | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
4250 Veterans Memorial Highway Suite 420E, Holbrook, NY 11741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Securities, Inc. | Mitchel Field | NY | 02/1991 | 09/2018 |
| Chaminade High School | Mineola | NY | 09/1999 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2018 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1)CHAMINADE HS, 1998-PRESENT, SOCCER COACH, TIME DURING SEASON IS 30 HOURS PER WEEK. 2) BYSIS INSURANCE AND NORTHEAST RISK MANAGEMENT 1991-PRESENT WAS FORMALLY KNOWN AS CAREER BROKERAGE TIME 1-10 HOURS PER WEEK. 3)GAM CORP. OWNER INVESTMENT RELATED ONLY FOR THE PURPOSES OF PAYING TAXES. 57 OVERTON AVENUE SAYVILLE, NY 11783, 30 HOURS PER WEEK 4) NA POSITION: Salesman NATURE: Insurance sales as it relates to a clients over all all portfolio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 4250 Veterans Memorial Highway /Suite 420E, Suite 420E, Holbrook NY 11741, United States DESCRIPTION: I offer clients insurance products. Fixed Annuities. Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-24 |
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