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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 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
225 Wireless Blvd Suite 103, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 10/1999 | 07/2020 |
| Investacorp Advisory Services | Miami Lakes | FL | 10/1999 | 07/2020 |
| Securities America, Inc. | Hauppauge | NY | 07/2020 | 06/2024 |
| Securities America Advisors | Hauppauge | NY | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Hauppauge | NY | 06/2024 | Present |
***MARK VAIMBERG POSITION: executor of estate NATURE: I am executor of my mother's estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/17/2020 ADDRESS: 225 Wireless Boulevard, Suite 103, Hauppauge NY 11788, United States DESCRIPTION: When my mother passes away, I will be responsible for distributing the assets of her estate ***MV FINANCIAL POSITION: Licensed Insurance agent NATURE: Fixed insurance and annuity sales, Medical insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/1984 ADDRESS: 225 Wireless Boulevard, Suite 103, Hauppauge NY 11788, United States DESCRIPTION: I sell life insurance and annuities. I also sell and service group medical insurance to my clients who have their own businesses. ***VAIMBERG METELKA REALTY POSITION: Partner NATURE: My co-tenant and I formed a corporation for the sole purpose of signing our office lease. I share space with Elliot Metelka, CPA, and the rental lease is under Vaimberg Metelka Realty INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/14/2011 ADDRESS: 225 Wireless Boulevard, Suite 103, Hauppauge NY 11788, United States DESCRIPTION: We created the entity for the sole purpose of renting our office. We have some extra space so there are two individuals that sublet space from us. The two parties that are currently renting space from Vaimberg/Metelka Realty are: PGP Energy John Migliaccio
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-01-15 |
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