Louise Deluca Fallica

Current Employers

Employment History

• 10/1979 → Present
  Design Capital Planning Group, Inc
  Smithtown, NY
• 10/1979 → Present
  Design Capital Planning Group Inc
  Hauppauge, NY
• 11/2014 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrrok, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2018-01-11 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2014-11-04 → 2018-03-27
  Professional Planning Services
  Smithtown, NY
  Holbrook, NY

Other Businesses

1.) VP OF DESIGN CAPITAL PLANNING GROUP, INC - 720 SMITHTOWN BYPASS, EAST WING, SMITHTOWN, NY 11787 - PRIVATE CORP - DESIGN CAPITAL IS A FINANCIAL SERVICES FIRM, LICENSED REAL ESTATE BROKER, LIFE & HEALTH INSURANCE AGENT.HIRED 1979/ 45 HOURS PER WEEK.NO OWNERSHIP. INVESTMENT RELATED. 2.) American Portfolios Advisors, Inc. - Investment advisor representative, investment related, start date = 01/02/2018, 0% ownership, 40 hrs./wk./mkt. hrs. 3.) I AM LICENSED FOR LIFE AND HEALTH INSURANCE- 10 HOURS PER WEEK. NON INVESTMENT RELATED. 4.) I HAVE BEEN DESIGNATED AS THE EXECUTOR, CO-POWER OF ATTORNEY, CO-TRUSTEE AND 1/2 BENEFICIARY FOR MY MOTHER: MARIE DELUCA. - 0 HRS PER WEEK. INVESTMENT RELATED 5.) PPS ADVISORS, INC. - INSURANCE AND FIXED ANNUITIES, NOT INVESTMENT RELATED, START DATE = 01/2018, 10 HRS./MO. 6.) BOARD MEMBER IARFC - INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS - NOT INVESTMENT RELATED, START DATE = NOV. 2014, NO OWNERSHIP, NO COMPENSATION, 2 HRS./QUARTER, 2 HRS./QUARTER/MARKET HRS. 7.) DESIGN CAPITAL WEALTH AND RETIREMENT STRATEGIES, LLC. FINANCIAL PLANNING PRACTICE. NOT SECURITIES RELATED. START DATE 1/1/19. 100% OWNERSHIP. 100 HOURS DEVOTED PER MONTH, 100 HOURS DURING MARKET HOURS. 8) DESIGN CAPITAL WEALTH AND RETIREMENT STRATEGIES LLC POSITION: Managing Director/100% owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 65 SECURITIES TRADING HOURS: 30 START DATE: 02/01/2019 ADDRESS: 720 Smithtown Bypass, Suite D, Smithtown NY 11787, United States DESCRIPTION: Medicare sales, and LTC Sales and LI Sales and Disability Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2021-12-29
• S63 Uniform Securities Agent State Law Examination
  1985-12-23

Other Names

• Louise Fallica