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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-01 |
| NY | RA | APPROVED | 2021-04-26 |
Branch Locations
Boynton Beach, FL • United States
575 Broadhollow Road, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Company | Boston | MA | 01/1984 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 01/1984 | 11/2018 |
| Osaic Wealth, Inc. | Commack | NY | 11/2018 | Present |
1. INSURANCE BROKER POSITION: partner NATURE: partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/23/2011 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, Melville NY 11747, United States DESCRIPTION: in the rare situation we need to explore an outside non reg fixed product to a client or prospect we have an outlet to service client 2. M AND B ASSOCIATES POSITION: partner w no activity other then reviewing the bal sheet and p and l sheets NATURE: limited silent partnership of a tax prep and book keeping co INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/13/2015 ADDRESS: 58 motor parkway suite 400A, commack NY 11725, United States DESCRIPTION: no duties other then reviewing the p and l and bal sheets 3. ATLANTIC ADVISORS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/11/2015 ADDRESS: 575 BROADHOLLOW RD, Melville NY 11747, United States DESCRIPTION: service and support existing clients and gain new clients through referrals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-04 |
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