Anthony Leo Ritter

Current Employers

Employment History

• 11/2007 → 10/2024
  Americanportfolios
  Scottsdale, AZ
• 10/2024 → Present
  Osaic Advisory Services
  Atlanta, GA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-11-27 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-04-02 → 2007-11-13
  Morgan Stanley & Co. Llc
  Centerville, OH
• 2004-05-07 → 2007-04-02
  Morgan Stanley Dw Inc.
  Centerville, OH

Other Businesses

1. CRUMP & CO GENERAL INSURANCE AGENCY: POSITION: Sales NATURE: GENERAL INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2008 ADDRESS: 100 Ring Road West, Suite 200, Garden City NY 11530, United States DESCRIPTION: Sales of Life and Long-Term Care Insurance. 2. CRUMP LIFE INSURANCE POSITION: Sales NATURE: General Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/27/2011 ADDRESS: 4135 N Front Street, Harrisburg PA 17110, United States DESCRIPTION: Life Insurance Sales and Long-Term Care Insurance 3. LION STREET PRIVATE CLIENT GROUP IS A GENERAL INSURANCE AGENCY, IS NON-SECURITIES RELATED, AND WAS STARTED IN 2022 FOR INSURANCE SALES. DEVOTES 5 HRS PER MONTH; 5 HRS DURING MARKET HRS. 4. LION STREET PRIVATE CLIENT GROUP POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/14/2022 ADDRESS: 515 Congress Ave, Suite 2500, Austin TX 78701, United States DESCRIPTION: Life and Long-Term Care Insurance Sales 5. SUMMIT CAPITAL MANAGEMENT: POSITION: Sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/27/2011 ADDRESS: 7336 E Deer Valley Rd, Suite 110, Scottsdale AZ 85255, United States DESCRIPTION: Life Insurance and Long-Term Care Sales 6. THE LEGENDARY GROUP, INC. POSITION: Owner NATURE: The owner of Summit Capital Management, which is a dba for The Legendary Group, Inc., Insurance Sale,s and real estate holding. The Legendary Group also owns 7336 DVR, LLC, which is the legal owner of the office condo. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/02/2012 ADDRESS: 7336 Deer Valley Rd., Suite 110, Scottsdale AZ 85255, United States DESCRIPTION: The parent company of 7336 DVR and 14269 N 87th, LLC (both property holding companies), and operated by the dba Summit Capital Management (Insurance Agency and Sales) 7. 14269 N 87TH, LLC POSITION: Owner START DATE = 12/15/2016 NATURE: Hold office Condo for personal use. This property has been sold, but the company is still alive and conducts no business or holds anything. I am holding it open while I am trying to decide if I want to buy another property or not. If so, this will be the holding company. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2016, ADDRESS: 7336 E Deer Valley Rd, Suite 110, Scottsdale AZ 85255, United States 8. HIGHLAND CAPITAL; POSITION: Sales NATURE: General Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/27/2011 ADDRESS: 20 E Thomas Rd, Suite 2000, Phoenix AZ 85012, United States DESCRIPTION: Life Insurance and Long-Term Care Sales 9. 7336 DVR, LLC POSITION: Member NATURE: This is my ownership of the office condo where my Advisory and Insurance businesses are located. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2021 ADDRESS: 7336 E Deer Valley Rd, Suite 110, Scottsdale AZ 85255, United States DESCRIPTION: This is how I own the office condo where my business is located.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-25
• S63 Uniform Securities Agent State Law Examination
  1988-10-03

Other Names

• Tony Ritter