Andrew Todd Sollenberger

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Allentown, PA

Previous Registrations

• 2014-01-15 → 2023-09-01
  Osaic Services, Inc.
  Allentown, PA

Other Businesses

1) SOGO PROPERTIES LLC POSITION: member NATURE: An LLC with my wife for future rental real estate investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2019 ADDRESS: 884 Oplinger Road, Allentown PA 18106, United States DESCRIPTION: Managing rental real estate properties 2) XCEL FINANCIAL GROUP POSITION: President NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 ADDRESS: 884 Oplinger Road, Allentown PA 18106, United States DESCRIPTION: President of DBA used for our tax and insurances services. This name will replace SLS Financial Group. 3) ANDREW SOLLENBERGER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/1999 ADDRESS: 884 Oplinger Road, Allentown PA 18106, United States DESCRIPTION: Sales of life insurance, long term care insurance and fixed annuities 4) ANDREW & MARY SOLLENBERGER POSITION: Owner NATURE: Joint ownership with my wife INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/07/2015 ADDRESS: 7163 Moonbeam Lane, Macungie PA 18062, United States DESCRIPTION: My wife and I bought an investment property that we will be using as the principal place of my securities business. No other occupants will be in the building.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-07
• S63 Uniform Securities Agent State Law Examination
  1999-06-24

Designations

Other Names

• Andrew Todd Sollenberger