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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| NY | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
41 Front St 2Nd Floor, Rockville Centre, NY 11570 • United States
164-46 Crossbay Blvd., Howard Beach, NY 11414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Howard Beach | NY | 01/2000 | 06/2024 |
| Araneo Tax & Financial | Rockville Centre | NY | 01/2000 | Present |
| Securities America Advisors Inc | Rockville Centre | NY | 01/2007 | 06/2024 |
| Osaic Wealth, Inc. | Howard Beach | NY | 06/2024 | Present |
1. JOSEPH ARANEO POSITION: SOLE PROPRIETOR NATURE: ARANEO TAX AND FINANCIAL, TAX PREP, INSURANCE SALES-- PRINCIPAL INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/1999 ADDRESS: 164-46 CROSS BAY BLVD, HOWARD BEACH NY 11414 DESCRIPTION: INSURANCE SALES, TAX PREP 2. ARANEO TAX POSITION: principal NATURE: Income Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2000 ADDRESS: 41 FRONT ST, 2ND FLOOR, ROCKVILLE CENTRE, NY 11570 DESCRIPTION: prepare primarily individual and joint tax filings for clients 3. JOSEPH ARANEO POSITION: principal NATURE: insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 164-46 cross bay blvd, howard beach NY 11414 DESCRIPTION: sell insurance products such as life insurance and fixed annuities 4. ARANEO TAX POSITION: tax preparer NATURE: income tax and accounting services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2000 ADDRESS: 41 front st, rockville centre NY 11570 DESCRIPTION: prepare personal income tax returns. 5. JOSEPH ARANEO POSITION: principal NATURE: insurance and fixed annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 41 Front St, second floor, Rockville Centre NY 11570, United States DESCRIPTION: sell insurance products such as life insurance and fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-30 |
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