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Steven Bruce Whittemore

Osaic Wealth, Inc.

Victor, 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

7424 Victor Mendon Rd, Victor, NY 14564 • 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. 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
  • 10/2023 → 06/2024
    Securities America, Inc.
    Victor, NY
  • 08/2017 → 06/2023
    Arkport Central School District
    Arkport, NY
  • 08/2015 → 08/2017
    Niagara University
    Niagara University, NY
  • 10/2015 → 04/2017
    Fleet Feet Sports
    Buffalo, NY
  • 04/2017 → 08/2017
    Panera Bread
    Buffalo, NY
  • 08/2023 → Present
    Fairport Central School District
    Fairport, NY
  • 07/2017 → 08/2017
    International House Of Pancakes
    Cheektowaga, NY
  • 06/2018 → 07/2018
    Hornell Ymca
    Nornell, NY
  • 07/2023 → 10/2023
    Unemployed
    Penfield, NY
  • 04/2024 → 06/2024
    Securities America Advisors
    Victor, NY
  • 06/2024 → Present
    Victor, NY
Previous Registrations
  • 2024-04-01 → 2024-06-14
    Securities America Advisors, Inc.
    Victor, NY
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2023-12-06
Other Names
  • Steve Bruce Whittemore

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