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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-31 |
Branch Locations
4431 N. Front Street Floor 3, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enders Insurance Associates | Harrisburg | PA | 05/2001 | 11/2023 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 08/2012 | 03/2023 |
| Ambassador Advisors, Llc | Lancaster | PA | 08/2013 | 03/2023 |
| Silver Oak Securities | Jackson | TN | 03/2023 | Present |
Beittel Consulting LLC,Is Not Investment Related,"125 Manor Street, , Harrisburg, PA, 17110, United States",Employee Benefits & Health Coverage Consulting,Owner,7/1/2024,10 hours per month,4 hours per month during trading hours,Hourly Compensation,"Provide advice on health benefit coverage options. Most often, this is for individuals who are self-employed and/or own/manage a business or employer group. Clients are often seeking to utilize ICHRAs, QSEHRAs, HRAs, self-funded plans, and other similar options. Compensation is either hourly or project based."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-17 |
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