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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-19 |
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 |
|---|---|---|---|---|
| Cicero North Syracuse Education | Cicero | NY | 01/2014 | 06/2021 |
| Suny Oswego | Oswego | NY | 07/2021 | Present |
| Northern Pines Golf Course | Cicero | NY | 07/2021 | Present |
| Delta Sonic | North Syracuse | NY | 07/2021 | 05/2023 |
| Osaic Wealth Inc. | Syracuse | NY | 07/2024 | Present |
1. EXCELSIOR WEALTH PARTNERS LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 04/01/2026 ADDRESS: 225 Wilkinson Street, Suite #107, Syracuse NY 13204, United States DESCRIPTION: Preparation for meetings Printing/scanning documents Research analysis DBA 2. BRANDON CHAMPION POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2026 ADDRESS: 225 Wilkinson St, Syracuse NY 13204, United States DESCRIPTION: Selling insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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