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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-06 |
Branch Locations
6536 Anthony Drive Suite D, Victor, NY 14564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Geneva | NY | 11/2024 | 04/2026 |
| Cadence Wealth Management Solutions | Rochester | NY | 08/2024 | 11/2024 |
| Odyssey Financial Advisors | Edgewood | KY | 11/2023 | 07/2024 |
| Reliant Credit Union | Sodus | NY | 12/2017 | 10/2023 |
| Lagoner Farms ( Embark Craft Ciderworks) | Williamson | NY | 05/2017 | 09/2017 |
| Montezuma Winery (Martin's Honey Farm And Meadery | Seneca Falls | NY | 06/2016 | 04/2017 |
| Unemployed | Williamson | NY | 09/2017 | 12/2017 |
| Osaic Wealth, Inc. | Victor | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-06 |
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