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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-22 |
| FL | RA | APPROVED | 2026-01-21 |
| NY | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED_RES | 2026-01-15 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • 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 |
|---|---|---|---|---|
| Newbridge Securities | Syosset | NY | 08/2016 | 05/2023 |
| Lpl Financial Llc | Melville | NY | 05/2023 | 01/2026 |
| Osaic Wealth | Jericho | NY | 01/2026 | Present |
1) 5/02/2023- IDT Capital Group Corp Inv. Related- At reported business location(s) 2) INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/02/2023 ADDRESS: 380 North Broadway, Suite 206, Jericho NY 11753, United States DESCRIPTION: selling all types of insurance products 3) IDT CAPITAL GROUP CORP POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/02/2023 ADDRESS: 380 North Broadway, Suite 206, Jericho NY 11753, United States DESCRIPTION: DBA for securities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-28 |
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