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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
4250 Veterans Memorial Hwy Suite 100E, Holbrook, NY 11741 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 04/2011 | 10/2024 |
| G&G Planning Concepts, Inc. | New York | NY | 01/2013 | 09/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 05/2011 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. PPS ADVISORS INC-4250 VETERANS MEMORIAL HWY-FINL PLANNING AND INSURANCE-INVESTMENT RELATED START DATE 10/2024-8 HOURS MO./2 DURING MARKET 2. STRATEGIC WEALTH ADVISORS NETWORK LLC POSITION: Brokerage DIRECTOR NATURE: INSURANCE Brokerage Fixed LFFE DISABILITY LONG TERM CARE GROUP INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2012 ADDRESS: 28 Central Street, huntington NY 11743, United States DESCRIPTION: Speak with advisors licensed insurance agents Coach them and train them on Insurance planning and estate planning 3. MASS MUTUAL BROKERAGE POSITION: Brokerage Director NATURE: Sole propreietor - Mass Mutual Brokerage Director INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/01/2012 ADDRESS: 6800 Jericho Tpke, Suite 202 West, Syosset NY 11791, United States DESCRIPTION: Work with Insurance agents helping them with Insurance planning cases 4. REAL ESTATE LIMITED PARTNERSHIPS POSITION: Limited partner NATURE: I own 3-4 small limited partnership interest: Fair Lawn medical Arts, Allendale Shopping Center, Raritan Plaza, Mighty Fine Investors Re Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2008 ADDRESS: 28 CENTRAL ST APT 151825201, Huntington NY 11743, United States DESCRIPTION: no duties 5. PPS ADVISORS POSITION: Registered Rep NATURE: Financial Planning and advisory and Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2024 ADDRESS: 4250 Veterans memorial Highway, Suite 100 E, Holbrook NY 11741, United States DESCRIPTION: Planner advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-14 |
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