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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-14 |
| PA | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2125 East College Ave Suite 101, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | State College | PA | 09/2005 | 03/2019 |
| Securities America, Inc. | State College | PA | 03/2019 | 06/2024 |
| Securities America Advisors, Inc. | State College | PA | 03/2019 | 06/2024 |
| Osaic Wealth, Inc. | State College | PA | 06/2024 | Present |
1. Hidden Hollow Cabin LLC. Position: Vice President Nature: Hidden Hollow Cabin LLC. Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 10/16/2018 Address: 196 Egg Hill Road, Spring Mills PA 16875 2. J&Y Consulting LLC. Position: Owner Nature: J&Y Consulting LLC. Investment Related: No Hours: 2 Securities Trading Hours: 2 Start Date: 04/07/2014 Address: 2125 E College Ave Ste 101, State College PA 16801 PA 16801 3.EAST COLLEGE AVE PROFESSIONAL PARK CONDO ASSOCIATION POSITION: Vice President NATURE: East College Ave Professional Park Condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2016 ADDRESS: 2125 E College Ave, State College PA 16801, United States DESCRIPTION: President 4. NITTANY BROKERAGE SERVICES INC. POSITION: Owner NATURE: Nittany Brokerage Services Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/05/2005 ADDRESS: 2125 E College Ave Ste 101, State College PA 16801, United States DESCRIPTION: Sales and service of Life & Health licensed products 5. NITTANY INSURANCE AGENTS INC. POSITION: Owner NATURE: Nittany Insurance Agents Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2007 ADDRESS: 2125 E College Ave. Ste 101, State College PA 16801, United States DESCRIPTION: Sales & Service of Property & Casualty products 6. CENTRE FIRST BANK / OLD DOMINION POSITION: Advisor NATURE: Advisory Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 1276 N Atherton St., State College PA 16803, United States DESCRIPTION: I will sit on the Advisory BOD to discuss community customer service, relationships etc. 7. MYSRBS MY STATE RETIREE BENEFITS SOLUTIONS POSITION: Owner NATURE: Group Dental, Vision, Life, Insurance products and services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2024 ADDRESS: 2125 East College Ave, Suite 101, STATE COLLEGE PA 16801, United States DESCRIPTION: Offer Group Dental, Vision, Life, and other Insurance products to retirees of Pennsylvania State Employers who lose coverage at retirement. 8. NITTANY CLOSING COMPANY LLC. POSITION: Owner NATURE: Nittany Closing Company LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/16/2009 ADDRESS: 2125 E College Ave Ste 101, State College PA 16801, United States DESCRIPTION: Tax Services / Payroll Services / Legal Referral Services 9. HOPE FUND OF PENNS VALLEY POSITION: BOD of Marketing NATURE: Hope Fund of Penns Valley INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/31/9999 ADDRESS: PO Box 427, Centre Hall PA 16828, United States DESCRIPTION: BOD of Marketing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-20 |
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