Athan Peter Vorilas

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → 11/2018
  Signator Investors Inc
  New York, NY
• 11/2018 → Present
  Osaic Wealth, Inc.
  Melville, NY

Previous Registrations

• 2008-04-28 → 2018-11-02
  Signator Investors, Inc.
  Westbury, NY
  Hauppauge, NY
  Melville, NY

Other Businesses

1)LIGHTHOUSE BENEFITS NETWORK, LLC AND ATHAN VORILAS POSITION: Agent NATURE: Insurance sales of fixed Products . LLC and Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2009 ADDRESS: 575 Broadhollow Road, Melville NY 11747, United States DESCRIPTION: Sale of Fixed Insurance and Annuities 2) LIGHTHOUSE FINANCIAL NETWORK POSITION: President and CEO NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/12/2008 ADDRESS: 575 Broadhollow Rd, Melville NY 11747, United States DESCRIPTION: Sales and Marketing of securities, investment advisory and insurance products as well as overseeing the daily business activities of the OSJ. 3) LFN BROKERAGE, A DIVISION OF LIGHTHOUSE FINANCIAL NETWORK, LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/07/2022 ADDRESS: 575 BROADHOLLOW RD, MELVILLE NY 11747, United States DESCRIPTION: Owner of LFN Brokerage, A division of Lighthouse Financial Network, LLC which will be used as insurance agency for fixed life insurance and outside Brokers.? 4) ST NICHOLAS GREEK ORTHODOX CHURCH - PARISH COUNCIL POSITION: Parish Council Board Member NATURE: Greek Orthodox Church INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2023 ADDRESS: 200 Great East Neck Road, West Babylon NY 11704, United States DESCRIPTION: Board Member, Parish Council 5) OFFICE SHARING AGREEMENT - SUBLESSOR POSITION: Sublessor NATURE: Sublessor of rented office space. Office Sharing Agreement from BD. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/2024 ADDRESS: 575 BROADHOLLOW RD, LIGHTHOUSE FINANCIAL NETWORK, LLC, MELVILLE NY 11747, United States DESCRIPTION: Sublessor for leased office building 575 Broadhollow Road Melville NY 11747 to offset rent costs. 6) 239 COMMACK ROAD LLC POSITION: Member, Partner NATURE: Real Estate holding LLC, INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2025 ADDRESS: 11 Constance Court, WEST ISLIP NY 11795-4554, United States DESCRIPTION: Handling real estate rental for parent.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-04-11
• S63 Uniform Securities Agent State Law Examination
  1987-11-06

Other Names

• Athan P Vorilas