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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | New York | NY | 10/1989 | Present |
| Bisys Insurance | Garden City | NY | 01/2000 | Present |
| Gc Capital Corp | Queens | NY | 01/2008 | Present |
| American Portfolios | Holbrook | NY | 09/2008 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. TAX PREPARER SINCE 1984 SAME 428 ALPHABET STREET, HOLBROOK, NY 11741; NOT INVESTMENT RELATED. FEB - APRIL ONLY: - ***BISYS INSURANCE - FIXED ANNUITY SALES- 585 STEWART AVENUE - BEGINNING 5/2000 - 20 HOURS MONTHLY, ALL DURING TRADING HOURS - INSURANCE AGENT** 2. DIANE BOYAJIAN POSITION: Tax Preparer NATURE: TAX PREPARER INVESTMENT RELATED: No NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 48 START DATE: 01/01/1984 ADDRESS: 428 Alphabet Street, Holbrook NY 11741, United States DESCRIPTION: I prepare personal income taxes for my clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-12-17 |
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