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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-17 |
Branch Locations
402 N Prospect St., Herkimer, NY 13350 • United States
225 Wilkinson St Suite 107, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 11/2023 | 09/2025 |
| National Life Group | Herkimer | NY | 10/2023 | Present |
| First Source Fcu | New Hartford | NY | 11/2021 | 11/2023 |
| Unemployed | N/A | NY | 05/2021 | 11/2021 |
| Full-Time Education | Syracuse | NY | 04/2020 | 05/2021 |
| Sandra Spencer Cpa | Syracuse | NY | 02/2020 | 04/2020 |
| Full-Time Education | N/A | NY | 09/2013 | 02/2020 |
| Osaic Wealth, Inc. | Herkimer | NY | 09/2025 | Present |
1) *NPA FINANCIAL,1407 ROUTE 9,BLDG 4 2ND FL,CLIFTON PARK,NY,12065,ONGOING,INV REL,AGENT,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS,DURING TRD HRS/1%*THE VERMONT AGENCY,354 MOUNTAIN VIEW DRIVE,SUITE 200,COLCHESTER,VT,05446,ONGOING,INV REL,AGENT,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS,DURING TRD HRS/10%*THE PRECISION FINANCIAL GROUP,402 N PROSPECT STREET,HERKIMER,NY,13350,ONGOING,INV REL,AGENT,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS,DURING TRD M-F/40 HRS. 2) FIS MARKETING POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2025 ADDRESS: 1930 Veterans Memorial Highway, Islandia NY 11749, United States DESCRIPTION: FIS Marketing is the IMO I use when I need to write fixed annuities and life insurance. 3) THE PRECISION FINANCIAL GROUP POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/15/2023 ADDRESS: 402 N Prospect St, Herkimer NY 13350, United States DESCRIPTION: emails and phone calls 4) EXCELSIOR WEALTH PARTNERS POSITION: Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/15/2025 ADDRESS: 225 Wilkinson St, #107, Syracuse NY 13204, United States DESCRIPTION: phone and emails
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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