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Gerald Michael Galvin

Osaic Wealth, Inc.

Floral Park, NY

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

15 Verbena Avenue Suite 220A, Floral Park, NY 11001 • 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 02/1990 07/2020
Securities America, Inc. Floral Park NY 07/2020 06/2024
Securities America Advisors Floral Park NY 07/2020 06/2024
Investacorp Advisory Services Miami Lakes FL 02/1990 07/2020
Osaic Wealth, Inc. Floral Park NY 06/2024 Present
Osaic Wealth, Inc. Floral Park NY 06/2024 Present
  • 02/1990 → 07/2020
    Investacorp, Inc.
    Miami Lakes, FL
  • 07/2020 → 06/2024
    Securities America, Inc.
    Floral Park, NY
  • 07/2020 → 06/2024
    Securities America Advisors
    Floral Park, NY
  • 02/1990 → 07/2020
    Investacorp Advisory Services
    Miami Lakes, FL
  • 06/2024 → Present
    Floral Park, NY
  • 06/2024 → Present
    Floral Park, NY
Previous Registrations
  • 2021-08-10 → 2024-06-14
    Securities America Advisors, Inc.
    Floral Park, NY
Other Businesses

1. POTOMAC PENSION GROUP POSITION: sole-proprietor, agent NATURE: I have a New York State Insurance License (LA-681663) for which I am licensed for: Accident and Health, Life, Variable Life /Variable Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1989 ADDRESS: 15 Verbena Ave, Suite 220A, Floral Park NY 11001 DESCRIPTION: I have the capability to sell the insurance products allowed under my New York State license 2. BELLEROSE FIRE DEPARTMENT POSITION: Fire fighter NATURE: Volunteer Fire fighter INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2002 ADDRESS: 50 Superior Avenue, Bellerose Village NY 11001 DESCRIPTION: Volunteer firefighter 3. POTOMAC PENSION GROUP POSITION: sole-proprietor, agent NATURE: I have a New York State Insurance License (LA-681663) for which I am licensed for: Accident and Health Life Variable Life /Variable Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1989 ADDRESS: 15 Verbena Ave, Suite 220A, Floral Park NY 11001, United States DESCRIPTION: I have the capability to sell the insurance products allowed under my New York State license

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-09-24
  • S63 Uniform Securities Agent State Law Examination
    1986-09-24

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