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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
Branch Locations
100 Jericho Quadrangle Suite 120, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Syosset | NY | 07/2012 | 08/2022 |
| Lincoln Financial Advisors | Jericho | NY | 08/2022 | 01/2025 |
| Osaic Wealth, Inc. | Jericho | NY | 01/2025 | Present |
1) ERIC SCHMIDT 100 JERICHO QUADRANGLE SUITE 120 JERICHO, NY 11753 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, DISABILITY, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 01/01/1996 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2) ERIC SCHMIDT POSITION: Agent NATURE: Sale/Service of Fixed Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2012 ADDRESS: 100 Jericho quadrangle, Suite 120, Jericho NY 11753, United States DESCRIPTION: Sale/Service of Fixed Insurance Products 3) ERIC SCHMIDT/FIRE ISLAND ISLIP NY CATEGORY: SPORTS COACH INVESTMENT RELATED: NO TITLE: LIFE GUARD DUTIES: LIFE GUARD DUTIES START DATE: 07/21/2024 HOURS PER MONTH: 32 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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