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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Victor | NY | 10/2023 | 06/2024 |
| Arkport Central School District | Arkport | NY | 08/2017 | 06/2023 |
| Niagara University | Niagara University | NY | 08/2015 | 08/2017 |
| Fleet Feet Sports | Buffalo | NY | 10/2015 | 04/2017 |
| Panera Bread | Buffalo | NY | 04/2017 | 08/2017 |
| Fairport Central School District | Fairport | NY | 08/2023 | Present |
| International House Of Pancakes | Cheektowaga | NY | 07/2017 | 08/2017 |
| Hornell Ymca | Nornell | NY | 06/2018 | 07/2018 |
| Unemployed | Penfield | NY | 07/2023 | 10/2023 |
| Securities America Advisors | Victor | NY | 04/2024 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
1. MAX YOUR DASH POSITION: Financial Advisor NATURE: DBA held out to our customers/branding for our financial planning and investment services INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2025 ADDRESS: 7424 Victor Mendon Rd, Victor NY 14564, United States DESCRIPTION: DBA held out to our customers/branding for our financial planning and investment services 2. MODERN LIFE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2026 ADDRESS: 7424 Victor Mendon Road, Victor NY 14564, United States DESCRIPTION: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-06 |
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