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5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
| PA | RA | APPROVED | 2021-01-29 |
Branch Locations
5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Services | Palmyra | PA | 04/2003 | 01/2021 |
| National Planning Corporation | Hershey | PA | 08/2004 | 01/2021 |
| Securities America Inc. | Mechanicsburg | PA | 10/2017 | 06/2024 |
| Securities America Advisors | Mechanicsburg | PA | 10/2017 | 06/2021 |
| Guardian Asset Advisors, Llc | Mechanicsburg | PA | 01/2021 | Present |
| Osaic Wealth, Inc. | Hershey | PA | 06/2024 | Present |
***CRAIG HAHNLEN POSITION: Sales NATURE: Fixed insurance and annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/27/2022 ADDRESS: 5000 RITTER RD, SUITE 202, MECHANICSBURG PA 17055 DESCRIPTION: Sales of insurance products as an additional service to clients if needed. ***GUARDIAN ASSET ADVISORS, LLC. POSITION: Advisor NATURE: investment advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/25/2021 ADDRESS: 5000 RITTER RD, SUITE 202, MECHANICSBURG PA 17055 DESCRIPTION: investment advisory and management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-21 |
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