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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Amherst | NY | 06/2024 | 12/2024 |
| Securities America | Amherst | NY | 08/2023 | 06/2024 |
| Bank Of America | Hamburg | NY | 10/2022 | 08/2023 |
| Buffalo Metropolitan Federal Credit Union | Buffalo | NY | 10/2019 | 10/2022 |
| Buffalo Metropolitan Federal Credit Union | Buffalo | NY | 06/2019 | 10/2019 |
| Kautz Financial/American Portfolios | Williamsville | NY | 09/2017 | 06/2019 |
| Suburban Pediatrics | Williamsville | NY | 04/2017 | 09/2017 |
| Northwest Bank | East Amherst | NY | 09/2016 | 03/2017 |
| First Niagara Bank | East Amherst | NY | 11/2015 | 09/2016 |
| Osaic Wealth, Inc. | Amherst | NY | 12/2024 | 06/2026 |
| Osaic Wealth, Inc | Amherst | NY | 06/2026 | Present |
L&M GROUP POSITION: Registered Office Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/19/2025 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226, United States DESCRIPTION: Registered Office Assitant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
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