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5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-01-08 |
Branch Locations
5793 Widewaters Parkway Suite 200, Dewitt, NY 13214 • United States
723 Puzzletown Road, Duncanville, PA 16635 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson Hewitt Tax Services | Altoona | PA | 01/2009 | 11/2022 |
| Altoona Area Public Library | Altoona | PA | 01/2007 | 11/2022 |
| Hazard & Siegel Inc | Dewitt | NY | 01/2013 | Present |
| Hazard & Siegel Advisory Services Llc | Dewitt | NY | 01/2013 | Present |
1)INDEPENDENT INSURANCE AGENT,YES,723 PUZZLETOWN ROAD, DUNCANSVILLE, PA 16635, FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,11/21/2006,160,160,SALES OF FIXED INSURANCE PRODUCTS. 2)MOUNTAIN FINANCIAL GROUP,YES,723 PUZZLETOWN ROAD, DUNCANSVILLE, PA 16635,DBA,OWNER,11/01/2006,160,160,DBA FOR INSURANCE AND SECURITIES SALES; 3)RENTAL REAL ESTATE, NON INVESTMENT RELATED,723 PUZZLETOWN ROAD, DUNCANSVILLE, PA 16635,OWNER,12/2006,1,0,MAINTAIN PHYSICAL STRUCTURE FOR TENANT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-24 |
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