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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-24 |
| CA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| NY | RA | APPROVED | 2024-10-11 |
Branch Locations
4250 Veterans Memorial Highway 4Th Floor East, Holbrook, NY 11741 • 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 |
|---|---|---|---|---|
| American Portfolios Fincl Svcs | Holbrook | NY | 08/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. GREAT SOUTH BAY ADVISORS POSITION: Advisor NATURE: DBA Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/04/2025 ADDRESS: 4250 VETERANS MEMORIAL HWY, Suite 420E, HOLBROOK NY 11741, United States DESCRIPTION: Advising clients under DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-01 |
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