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Bryan Alan Pendrick

Osaic Wealth, Inc.

Uniondale, NY

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-14
  • NY RA
    APPROVED
    Since 2024-06-14

Branch Locations

333 Earle Ovington Boulevard Suite 510, Uniondale, NY 11553 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America Inc. Garden City NY 06/2009 06/2024
Securities America Advisors Garden City NY 06/2009 06/2024
Osaic Wealth, Inc. Garden City NY 06/2024 Present
Osaic Wealth, Inc. Garden City NY 06/2024 Present
  • 06/2009 → 06/2024
    Securities America Inc.
    Garden City, NY
  • 06/2009 → 06/2024
    Securities America Advisors
    Garden City, NY
  • 06/2024 → Present
    Garden City, NY
  • 06/2024 → Present
    Garden City, NY
Previous Registrations
  • 2021-08-12 → 2024-06-14
    Securities America Advisors, Inc.
    Garden City, NY
Other Businesses

1. LONG ISLAND GOLF ASSOCIATION POSITION: Volunteer NATURE: Executive Committee Member - Volunteer Work INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2016 ADDRESS: 114 Old Country Road, Ste LI80, Mineola NY 11501 DESCRIPTION: Participate in executive committee meetings regarding tournament schedules, formats, rules and venues. 2. METROPOLITAN GOLF ASSOCIATION EXECUTIVE COMMITTEE POSITION: Board Member NATURE: Executive Committee Member - Volunteer Work INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 49 Knollwood Rd, Elmsford NY 10523 DESCRIPTION: Participate in executive committee meetings regarding tournament schedules, site selection, player advocacy, rules and sponsorship 3. TSG FINANCIAL, LLC POSITION: senior planner NATURE: Sales and services of insurance and employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2006 ADDRESS: 310 OLD COUNTRY RD, STE. 205, GARDEN CITY, NY 11530 DESCRIPTION: Sales and services of insurance and employee benefits 4. RISK STRATEGIES COMPANY POSITION: Producer NATURE: Sale of life and health insurance products through the DBA Risk Strategies Company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2016 ADDRESS: 310 OLD COUNTRY RD, STE. 205, GARDEN CITY, NY 11530 DESCRIPTION: To sell life, health and property & casualty under the DBA Risk Strategies Company and TSG Financial, LLC a divsion of Risk Strategies Company 5. RISK STRATEGIES COMPANY POSITION: Producer NATURE: Sale of life and health insurance products through the DBA Risk Strategies Company INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2016 ADDRESS: 333 Earle Ovington Blvd, Ste 510, Uniondale NY 11553, United States DESCRIPTION: To sell life, health and property & casualty under the DBA Risk Strategies Company and TSG Financial, LLC a divsion of Risk Strategies Company

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-01-14
  • S63 Uniform Securities Agent State Law Examination
    1999-01-14
Other Names
  • Bryan Pendrick

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