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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mortgage Advantage | Great Neck | NY | 02/2003 | Present |
| American Portfolios | Great Neck | NY | 09/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. CRUMP LIFE INS. BUSINESS IS INVESTMENT RELATED LOCATED AT 100 BING RD WEST STE 200 GARDEN CITY, NY 11530 START DATE 7-8-08 APPROXIMATELY 10 HRS PER MONTH 1 HR MONTH DURING TRADING HRS. WRITE LIFE INSURANCE POLICIES AND FIXED ANNUTITES. 2. ANNUCO LLC. - FIXED ANNUITY SALES, NOT INVESTMENT RELATED, START DATE = 5/20/2017, 0 % OWNERSHIP, 1 HR./MO., 1 HR./MO./MKT. HRS. 3. MORTGAGE ADVANTAGE POSITION: loan advisor originator NATURE: mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2002 ADDRESS: 9 Park Place, 1st Floor, Great Neck NY 11021, United States DESCRIPTION: loan originator. Help clients with mortgages 4. INSURANCE POSITION: INSUR AGENT NATURE: SOLE PROP INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2002 ADDRESS: 9 Park Place, 1st Floor, Great Neck NY 11021, United States DESCRIPTION: FIXED ANNUITY SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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