Terrence Murphy Tormey

Current Employers

Employment History

• 05/2003 → Present
  Intregris Financial Network, Llc
  Syracuse, NY
• 02/2016 → 03/2018
  Nationalplanning Corporation
  Syracuse, NY
• 11/2017 → 03/2018
  Lpl Financial Llc
  Syracuse, NY
• 04/2018 → Present
  Sagepoint Financial, Inc.
  Delray Beach, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Syracuse, NY

Previous Registrations

• 2018-08-24 → 2023-09-01
  Osaic Services, Inc.
  Delray Beach, FL
  Syracuse, NY
  Scottsdale, AZ
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY

Other Businesses

1. INTEGRIS FINANCIAL NETWORK POSITION: Owner NATURE: LLC, Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 16 START DATE: 04/15/2003 ADDRESS: 2489 Coral Trace Place, Delray Beach FL 33445, United States DESCRIPTION: I offer life insurance, disability, and long term care insurance planning to clients. 2. PARADISE ADVANCED PLANNING POSITION: PRESIDENT NATURE: FICTIONAL NAME, DBA OF INTEGRIS FINANCIAL NETWORK, LLC INVESTMENT RELATED: YES; NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/03/2015; ADDRESS: 2489 CORAL TRACE PLACE, DELRAY BEACH FL 33445, UNITED STATES DESCRIPTION: SELL LIFE, DISABILITY AND LONGTERM CARE INSURANCE 3. GREATER BOCA RATON ESTATE PLANNING COUNCIL POSITION: MEMBER NATURE: BUSINESS PROFESSION ORGANIZATION INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2017 ADDRESS: 1500 GLADES RD, BOCA RATON FL 33447, UNITED STATES DESCRIPTION: MEMBER ATTEND FOR EDUCATIONAL PURPOSES 4. ELMCREST CHILDRENS CENTER POSITION: BOARD OF ADVISORS NATURE: NON-PROFIT CHILDRENS AGENCY INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2000 ADDRESS: SALT SPRINGS ROAD, SYRACUSE NY 13210, UNITED STATES DESCRIPTION: GENERAL ADVICE TO GENERAL TOPICS RELATED TO THE SERVICES WE PROVIDE IN THE CNY AREA 5. ST. JOSEPH'S HOSPITAL POSITION: board of advisors NATURE: Hospital, Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2014; ADDRESS: Prospect ave, Syracuse NY 13202, United States; DESCRIPTION: Sit on board of advisors that give general advice as to the direction of the hospital. Specific financial advise is not given. 6. NOTARY PUBLIC POSITION: Notary Public NATURE: appointed as a Notary Public, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/20/2020 ADDRESS: 2489 Coral Trace Place, Delray Beach FL 33445, United States DESCRIPTION: If requested, I will perform the duties of a Notary Public as appointed by the State of Florida. I do not expect to do this very often. Quite frankly, during the Covid era I had time to study for and take the test. 7. TERRENCE TORMEY POSITION: Ordained Minister NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2024 ADDRESS: 2489 Coral Trace Place, Delray Beach FL 33445, United States DESCRIPTION: became an ordained minister to marry a friend

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-29

Designations

Other Names

• Terry Tormey