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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-16 |
| TX | RA | APPROVED_RES | 2020-01-21 |
| LA | RA | APPROVED | 2010-06-10 |
| PA | RA | APPROVED | 2007-01-10 |
Branch Locations
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ambassador Advisors, Llc | Lancaster | PA | 01/2007 | 12/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 09/2011 | 10/2024 |
| Sevenoneseven Capital Management, Llc | Lancaster | PA | 05/2019 | 06/2020 |
| Faithward Advisors, Llc | Lancaster | NY | 12/2023 | Present |
| Osaic Wealth, Inc. | Lancaster | PA | 10/2024 | Present |
1) INDEPENDANT INSURANCE BROKERAGE BUSINESS. FIXED INSURANCE SALES/ SERVICE PRESIDENT 50%OWNERSHIP. 10 HOURS DEVOTED PER MONTH 10K COMPENSATION 2) SEVENONESEVEN CAPITAL MANAGEMENT. 3RD PARTY INVESTMENT MANAGER TO OPEN ACCOUNTS FOR ADVISORS. SECURITIES RELATED. START DATE 9/3/14. 20% OWNERSHIP 4 HOURS DEVOTED PER MONTH. 3) RIA & DBA - AMERICAN PORTFOLIOS ADVISORS, SECURITIES RELATED, START DATE 12/2001. FINANCIAL ADVISOR. 8 HOURS DEVOTED PER MONTH, 8 HOURS DURING MARKET HOURS. 4) FAITHWARD ADVISORS POSITION: Agent NATURE: Fixed Insurance DBA Ambassador Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/11/2024 ADDRESS: 275 Hess Blvd., Lancaster PA 17601, United States DESCRIPTION: Fixed Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-05 |
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