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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2023-11-03 |
Branch Locations
45 Knollwood Road Suite 500, Elmsford, NY 10523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Hartsdale | NY | 02/2009 | 11/2023 |
| Osaic Wealth, Inc. | Hartsdale | NY | 11/2023 | Present |
SELF EMPLOYED SEASONAL PERSONAL INCOME TAX PREPERATION POSITION: Owner - NATURE: Sole Proprietorship -LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1990 ADDRESS: 10-53 Burton Street, Whitestone NY 11357, United States DESCRIPTION: Prepare personal income taxes for approx. 140 clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-07-16 |
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