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350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-13 |
| CA | RA | APPROVED | 2022-10-24 |
| AZ | RA | APPROVED | 2022-04-06 |
| NY | RA | APPROVED | 2021-10-22 |
| MA | RA | APPROVED | 2020-12-08 |
Branch Locations
350 Linden Oaks Suite 140, Rochester, NY 14625 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2016 | 10/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 08/2016 | 10/2024 |
| Novem Group | Rochester | NY | 11/2017 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 10/2024 | Present |
1. CIVIL AIR PATROL. SAFETY OFFICER MISSION PILOT. NOT INVESTMENT-RELATED. CADET EDUCATION. SEARCH AND RESCUE. START DATE 2008. 12 HOURS DEVOTED PER MONTH, 6 HOURS DURING MARKET HOURS. 2. AMERICAN PORTFOLIOS ADVISORS, INC. INVESTMENT-RELATED. FEE BASED ADVISORY BUSINESS. START DATE 8/2016. 20 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 3. NOVEM GROUP. INVESTMENT-RELATED. INVESTMENT ADVISER REPRESENTATIVE. START DATE 11/2017. 20 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 4. AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. INVESTMENT-RELATED. REGISTERED REPRESENTATIVE. START DATE 8/2016. 20 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 5. NON-INVESTMENT RELATED. INSURANCE AGENT. START DATE 8/2016. 0 HOURS DEVOTED PER MONTH DURING MARKET HOURS. 8 HRS/MONTH TOTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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