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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-27 |
| FL | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED_RES | 2025-01-29 |
| WA | RA | APPROVED | 2024-10-31 |
| CA | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| SC | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
| WV | RA | APPROVED | 2024-10-11 |
Branch Locations
190 Motor Parkway Suite 101, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Huntington | NY | 01/2002 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
NATIONAL LIFE INS CO. POSITION: Life Agent NATURE: Life Ins sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 4250 Veterans Memorial Hwy, Holbrook NY 11741 DESCRIPTION: Life Ins Sales NORTHPORT ROTARY POSITION: Sargent-at-Arms NATURE: Non-Profit Charity INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/1991 ADDRESS: PO Box 333, Northport NY 11768 DESCRIPTION: Welcome attendees and guests. Fine members for being late to a meeting (usually $1 is the fine) CRUMP INSURANCE POSITION: Life Agent NATURE: Life ins Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1998 ADDRESS: 4250 Veterans Memorial Hwy, Holbrook NY 11741 DESCRIPTION: Life, LTC and fixed annuity sales ECA MKTG POSITION: Life Agent NATURE: Life Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2003 ADDRESS: 4250 Veterans Memorial Hwy, Holbrook NY 11741 DESCRIPTION: Life insurance and annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-07 |
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