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Michael David Novak

Life Stewardship Advisors

Lancaster, PA

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Current Employers
Life Stewardship Advisors

24 B East Roseville Road, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-22
  • PA RA
    APPROVED
    Since 2024-03-22

Branch Locations

24 B East Roseville Road, Lancaster, PA 17601 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Life Stewardship Advisors Lancaster PA 11/2013 Present
Previous Registrations
  • 2006-05-16 → 2010-10-28
    Securities America Advisors, Inc.
    Lancaster, PA
    Lancaster, PA
    Lancaster, PA
  • 2002-01-18 → 2006-06-01
    Master'S Advisors, Inc.
    Lancaster, PA
Other Businesses

A) INSURANCE SALES; INVESTMENT-RELATED; LANCASTER, PA; INSURANCE AGENT; 2013; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. B) WATER STREET MISSION; NON-INVESTMENT-RELATED; LANCASTER, PA; BOARD MEMBER; 2024; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; VOLUNTARY POSITION FOR A 501C3 NOT-FOR-PROFIT. C) PEQUEA TOWNSHIP; NON-INVESTMENT-RELATED; LANCASTER COUNTY, PA; SUPERVISOR; 2024; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SERVES AS A SUPERVISOR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-17
S63 Uniform Securities Agent State Law Examination 1989-06-28
  • S65 Uniform Investment Adviser Law Examination
    1993-05-17
  • S63 Uniform Securities Agent State Law Examination
    1989-06-28
Designations

View on SEC IAPD

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