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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
636 Plank Road Ste 104, Clifton Park, NY 12065-0000 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Clifton Park | NY | 09/2000 | 06/2024 |
| Diamond Financial Services | Clifton Park | NY | 09/2000 | Present |
| Securities America Advisors, Inc | Clifton Park | NY | 03/2001 | 06/2024 |
| Osaic Wealth, Inc. | Clifton Park | NY | 06/2024 | Present |
DIAMOND INVESTMENT SERVICES POSITION: Sales NATURE: DIAMOND INVESTMENT SERVICES, LLC, INSURANCE AGENCY-- FINANCIAL CONSULTANT - 2% TIME SPENT - START DATE: 9/2000 - INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2000 ADDRESS: 636 Plank Road, Clifton Park NY 12065 DESCRIPTION: Assist in the sale of Fixed annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-01 |
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