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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
130 Court Street Suite 205, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moff & Associates | Williamsport | PA | 11/1986 | Present |
| Reliastar Life Insurance | Minneapolis | MN | 09/1988 | Present |
| Woodbury Financial | Williamsport | PA | 07/2004 | 01/2024 |
| Osaic Wealth, Inc. | Williamsport | PA | 01/2024 | Present |
1) USDA REVENUE POSITION: OWNER OF THE LAND NATURE: RAW LAND I OWN. I GET CREP MONIES OFF THE LAND FROM THE US DEPT IF AGRICULTURE POTTER COUNTY FSA OFFICE. I RECEIVE HALF OF THE CRP PAYMENT-ANNUAL RENTAL MONIES. THE APPROXIMATE AMOUNT IS $3559 FOR 2013 AND I GET HALF THAT AMOUNT. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 10/29/2013 ADDRESS: 103 MARKET ST, COUDERSPORT PA 16915 DESCRIPTION: OWNER OF THE RAW LAND FOR RECREATIONAL PERSONAL USE. I HIKE, SNOWMOBILE, HUNT, FISH, ETC ON MY LAND I OWN. I ALSO LEASE MY LAND FOR FARMING AT $1500 ANNUALLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-01 |
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