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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-19 |
| DC | RA | APPROVED | 2025-01-23 |
| VT | RA | APPROVED | 2025-01-23 |
| GA | RA | APPROVED | 2024-10-11 |
| NM | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
91 Bayview Avenue, Massapequa, NY 11758-7221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services | Holbrook | NY | 10/2010 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
DANIEL G. MAZZOLA POSITION: cpa NATURE: Preparing Tax Returns INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 91 BAYVIEW AVE, MASSAPEQUA NY 11758, United States DESCRIPTION: PREPARE TAX RETURNS FOR INVESTMENT ADVISORY CLIENTS AS PART OF OVERALL SERVICE. ALSO FOR PEOPLE IN LOCAL AREA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-09 |
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