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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-12 |
| NC | RA | APPROVED | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rossiter Financial Group Inc | Huntington | NY | 08/1983 | Present |
| American Portfolios Financial Services, Inc | Huntington | NY | 06/2003 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. INSURANCE AGENT - APPROX $50,000/YR IN COMMISSIONS, 20HRS PER MONTH, MINIMAL HRS DURING MARKET HRS. 2. Mrs. Cheever Porter foundation - non-profit charity board member, not investment related, start date = 2019, 1 hour per month, 0 hours devoted during market hours 3. ROSSITER FINANCIAL SERVICES, INC POSITION: Owner NATURE: Corporation Sell Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2018 ADDRESS: 5302 Perrou Ct, Greensboro NC 27410, United States DESCRIPTION: This is the DBA being used to conduct insurance business and service Osaic clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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