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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 | 2025-10-22 |
| FL | RA | APPROVED | 2024-05-03 |
| NY | RA | APPROVED | 2022-02-24 |
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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 07/2005 | 02/2018 |
| Lpl Financial Llc | Melville | NY | 02/2018 | 02/2022 |
| Osaic Wealth, Inc. | Melville | NY | 02/2022 | Present |
1. 10/08/2019 - No business name - Investment related - dix hills ny 11746 - Real Estate Rental - start date:08/08/2019 - 1 hr/mo - 0 hrs during trading. 2. RENTAL PROPERTY POSITION: owner NATURE: sole prop. this is rental income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2019 ADDRESS: 61-15 97th st. apt. 1D, Rego Park NY 11374, United States DESCRIPTION: collect rent, pay maintenance. 3. INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/23/1987 ADDRESS: 380 N Broadway suite 206, Jericho NY 11573, United States DESCRIPTION: all insurance runs thru BD. Health insurance might nit if it benefits the client 4. AMADEV CORP. POSITION: President NATURE: S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 380 N Broadway, Suite 206, Jericho NY 11753, United States DESCRIPTION: clerical
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-15 |
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