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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 |
| MN | RA | APPROVED | 2024-06-14 |
| NY | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shortslef Tax Service | Fairport | NY | 01/1980 | Present |
| Wall Street Financial Group, Inc. | Fairport | NY | 03/1996 | 09/2016 |
| Securities America, Inc. | Victor | NY | 09/2016 | 06/2024 |
| Securities America Advisors, Inc. | Victor | NY | 09/2016 | 06/2024 |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
| Osaic Wealth, Inc. | Victor | NY | 06/2024 | Present |
1. THOMAS R SHORTSLEF POSITION: Insurance Agent NATURE: Life and Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 6/1991 ADDRESS: 7424 Victor Mendon Road Victor NY 14564 DESCRIPTION: Sell Term & Whole Life Insurance Policies 2. SHORTSLEF TAX SERVICE POSITION: Owner NATURE: Prepare Individual and Corporate Tax Returns Accounting and Tax Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 1/1980 ADDRESS: 7424 Victor Mendon Road Victor NY 14564 DESCRIPTION: Prepare Income Tax, Sales Tax, Payroll returns
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-26 |
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