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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Ambassador Advisors, Llc | Lancaster | PA | 11/2011 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 11/2011 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. BEDNAR FINANCIAL GROUP, LLC POSITION: Owner / Manager NATURE: Structure : LLC 100% by Kevin Lamson INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2012 ADDRESS: 620 E Oregon Road, Lititz PA 17543, United States DESCRIPTION: Actively manage office and existing client service book of business. 2. BEDNAR FINANCIAL GROUP POSITION: Lease owner NATURE: LLC Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 620 E Oregon Road, Lititz PA 17543, United States DESCRIPTION: Lease office space and sublet to insurance agents
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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