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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-26 |
| PA | RA | APPROVED | 2017-08-07 |
| FL | RA | APPROVED | 2017-05-26 |
Branch Locations
5586 Main Street Suite 100, Williamsville, NY 14221 • United States
Windermere, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Williamsville | NY | 09/1990 | Present |
| Georgetowntown Capital Group | Williamsville | NY | 09/1990 | Present |
1) GEORGETOWN CAPITAL GROUP; INVESTMENT RELATED; 5350 MAIN STREET WILLIAMSVILLE NY 14221; FINANCIAL ADVISOR; STARTED 09/01/1991; 160 HRS/MTH; 160 HRS/MTH DURING ST HOURS; DBA FOR FINANCIAL SERVICES OFFERED. 2) GEORGETOWN CAPITAL GROUP; INVESTMENT RELATED; 5350 MAIN STREET WILLIAMSVILLE NY 14221; STATUTORY AGENT; STARTED 09/01/1990; 7 HRS/MTH; 7 HRS/MTH DURING ST HOURS; SALE OF LIFE AND HEALTH INSURANCE PRODUCTS. 3) GEORGETOWN LAWLEY GROUP POSITION: Finacial Advisor NATURE: DBA name with Royal Alliance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2022 ADDRESS: 5350 Main St, Williamsville NY 14221, United States DESCRIPTION: Recommend asset allocation for client portfolios
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-29 |
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