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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-31 |
Branch Locations
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 |
|---|---|---|---|---|
| St. Bonaventure University | Olean | NY | 09/2020 | 05/2024 |
| Fayetteville Manlius High School | Manlius | NY | 08/2013 | 08/2020 |
| Excelsior Wealth Partners | Syracuse | NY | 07/2024 | Present |
| Osaic Wealth, Inc. | Syracuse | NY | 07/2024 | Present |
EXCELSIOR POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/01/2025 ADDRESS: 225 Wilkinson St, Syracuse NY 13204 DESCRIPTION: Provide research reports
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-23 |
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