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Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-29 |
Branch Locations
574 Middle Neck Road, Great Neck, NY 11023 • United States
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921 • United States
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 |
|---|---|---|---|---|
| American Portfolios Financial Services.INc. | Holbrook | NY | 05/2011 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 08/2025 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 08/2025 |
| Osaic Advisory Services | Atlanta | GA | 10/2024 | 08/2025 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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