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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
15 Verbena Avenue Suite 220A, Floral Park, NY 11001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-09-24 |
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