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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-12-06 |
Branch Locations
1755 Oregon Pike Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ambassador Advisors, Llc | Lancaster | PA | 11/2011 | 12/2023 |
| American Portfolios Financial Services, Inc | Holbrook | NY | 11/2011 | 10/2024 |
| Faithward Advisors, Llc | Lancaster | PA | 12/2023 | Present |
| Osaic Wealth, Inc. | Lancaster | PA | 10/2024 | Present |
1. MONGER FINANCIAL GROUP DBA POS: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes # OF HRS: 160 SECURITIES TRADING HRS: 160 START DATE: 2/1/18 ADDY: Lancaster PA 17601 DESCRIPT: Insurance sales/ service agent. 2. FAITHWARD ADVISORS POS: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 80 SECURITIES TRADING HRS: 60 START DATE: 1/1/23 ADDY: Lancaster PA 17601 DESCRIPT: RIA's, Financial Advisor 3. SCOTT MONGER- INSURANCE POS: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes # OF HRS: 6 SECURITIES TRADING HRS: 6 START DATE: 2/1/18 ADDY: Lancaster PA 17601 DESCRIPTION: Insurance sales and service agent. 4. MONGER PROPERTIES POSITION: Property Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1995 ADDRESS: P. O. Box 502, Leola PA 17540, United States DESCRIPT: Sole Proprietor. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. . We meet monthly. 5. MONGER I LLC POSITION: Property Owner NATURE: LLC INVESTMENT RELATED: Yes # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 6/1/06 ADDY: Leola PA 17540 DESCRIPTION: Single member LLC owner. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. . We meet monthly. 6. MONGER II LLC POSITION: Property Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 8/1/07 ADDRESS: P.O. Box 502, Leola PA 17540, United States DESCRIPTION: Single member LLC owner. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. . We meet monthly. 7. MONGER WEINHOLD LLC POSITION: Property Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 8/15/07 ADDY: P.O. Box 502, Leola PA 17540 DESCRIPT: Single member LLC owner. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. . We meet monthly. 8. SCRAP IT ON MAIN POS: Property Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 6/1/18 ADDY: P.O. Box 333, Leola PA 17540 DESCRIPT: Single member LLC owner. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. Between the three of them they fully manage the property portfolio. The LLC income passes through our joint filing tax return. We meet monthly. 9. MONGER MHP POS: Single member LLC owner/Property Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 06/01/22 ADDY: P.O. Box 304, Leola PA 17540 DESCRIPT: Single member LLC owner. The day to day management is run by my wife, Diana and my son, Logan who are licensed real estate agents along with a part time assistant. Between the three of them they fully manage the property portfolio. We meet monthly. 10. OLD MILL LP POS: 25% Partner/Property Owner NATURE: Limited Partnership INVESTMENT RELATED: Yes NUMBER OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 5/1/16 ADDY: P.O. Box 333, Leola PA 17540 DESCRIPT: 25% owner. Limited Partnership. The day to day management is run by my wife, Diana and son, Logan who are licensed real estate agents along with a part time assistant. Between the three of them they fully manage the property portfolio. We meet monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-14 |
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