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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-04 |
| FL | RA | APPROVED | 2026-03-02 |
| NY | RA | APPROVED | 2026-02-27 |
| NC | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New Windsor | NY | 01/2024 | 03/2025 |
| Millbrook Central School District | Millbrook | NY | 01/2023 | 01/2024 |
| Highland Central Schools | Highland | NY | 07/2022 | 12/2022 |
| Yonkers Public Schools | Yonkers | NY | 09/2020 | 06/2022 |
| Nyc Department Of Education | Bronx | NY | 03/2019 | 08/2020 |
| Middletown Central Schools | Middletown | NY | 10/2018 | 02/2019 |
| University Of South Alabama | Mobile | AL | 08/2016 | 08/2018 |
| Nylife Securities Llc | New Windsor | NY | 10/2023 | 03/2025 |
| Mml Investors Services, Llc | Elmsford | NY | 03/2025 | 02/2026 |
| Massmutual Life Insurance Company | Elmsford | NY | 03/2025 | 02/2026 |
| Osaic Wealth, Inc. | Middletown | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-27 |
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