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Mark Leonard Vaimberg

Osaic Wealth, Inc.

Hauppauge, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
NY RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14

Branch Locations

225 Wireless Blvd Suite 103, Hauppauge, NY 11788 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/1999 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 10/1999 → 07/2020
    Investacorp Advisory Services
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Hauppauge, NY
  • 07/2020 → 06/2024
    Securities America Advisors
    Hauppauge, NY
  • 06/2024 → Present
    Hauppauge, NY
Previous Registrations
  • 2021-04-22 → 2024-06-14
    Securities America Advisors, Inc.
    Hauppauge, NY
  • 2006-10-17 → 2010-12-31
    Investacorp Advisory Services Inc
    Hauppauge, NY
    Dix Hills, NY
Other Businesses

***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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-01-15
  • S63 Uniform Securities Agent State Law Examination
    1985-01-15
Designations

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