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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED_RES | 2025-01-29 |
| CA | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NM | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VT | RA | APPROVED | 2024-10-11 |
Branch Locations
720 Smithtown Bypass East Wing, Smithtown, NY 11787 • United States
4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States
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 Financial Services, Inc. | Holbrook | NY | 07/2012 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
PPS ADVISORS, INC. POSITION: director of business development NATURE: employee INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 4250 vets highway, holbrook NY 11741, United States DESCRIPTION: director of business development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-25 |
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