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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
Boca Raton, FL • United States
2005 Vista Pkwy Ste 112, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | New York | NY | 01/1996 | Present |
| Park Avenue Securities Llc | New York | NY | 05/1999 | 04/2022 |
| Securities America, Inc. | West Palm Beach | FL | 04/2022 | 06/2024 |
| Securities America Advisors | West Palm Beach | FL | 04/2022 | 06/2024 |
| Osaic Wealth, Inc. | West Palm Beach | FL | 06/2024 | Present |
| Osaic Wealth, Inc. | West Palm Beach | FL | 06/2024 | Present |
1.DBA: Utterly Financial 2. JAMES M GOLDSLAGER POSITION: sales NATURE: Retired Guardian Life insurance contract sale of life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 3 START DATE: 06/01/1996 ADDRESS: 7018 Ayrshire Lane, Boca Raton FL 33496, United States DESCRIPTION: Receive service fees form prior life insurance sales Receive commissions on new sales 3. JAMES M GOLDSLAGER POSITION: sales NATURE: selling mutual funds, 401 k plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 04/22/2022 ADDRESS: 2005 Vista Parkway Suite 112, West Palm Beach FL 33411, United States DESCRIPTION: selling Mutual Funds Selling annuities 4. BRAG ASSOCIATES LLC POSITION: Owner NATURE: RIA fees INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/16/2022 ADDRESS: 7018 Ayrshire Lane, Boca Raton FL 33496, United States DESCRIPTION: Receive Investment advisory Fees 5. BRAG ASSOCIATES POSITION: president NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 7018 Ayrshire Lane, BOCA RATON FL 33496, United States DESCRIPTION: health / lnsurance life insurance 6. BRAG ASSOCIATES POSITION: president NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 7018 Ayrshire Lane, BOCA RATON FL 33496, United States DESCRIPTION: life insurance servicing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-25 |
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