Eric Boyle

Current Employers

Employment History

• 02/2007 → 11/2023
  Fsc Securities Corporation
  Allentown, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Allentown, PA

Previous Registrations

• 2007-03-13 → 2023-11-03
  Fsc Securities Corporation
  Allentown, PA
• 2006-11-13 → 2007-02-14
  Ameriprise Financial Services, Llc
  Center Valley, PA

Other Businesses

1. CREST FINANCIAL GROUP POSITION: Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104 DESCRIPTION: INSURANCE SALES, CREST FINANCIAL GROUP, NON-INVESTMENT-RELATED, INSURANCE AGENCY,NATIONAL INSURANCE MARKETS, INC, 915 SAXONBURG BLVD. SUITE 217 PITTSBURGH, PA 15223, AGENT, 12/01/2015, QUOTE AND SELL HEALTH INSURANCE, MEDICARE SUPPLEMENT INSURANCE, AND MEDICARE ADVANTAGE INSURANCE 2. CREST FINANCIAL GROUP POSITION: Statutory Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/22/2007 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: Using Crest Financial Group as a "DBA". this is only used for name recognition in the community 3. CFG TAX SERVICE POSITION: Sole Proprietorship NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2009 ADDRESS: 1401 N Cedar Crest Blvd, Suite 107, Allentown PA 18104, United States DESCRIPTION: Tax preparation for individuals and families 4. JAMES R. POTOKA POSITION: 1099 Employee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2007 ADDRESS: 800 Township Line Road, Suite 125, Yardley PA 19067, United States DESCRIPTION: Registered Rep under James R. Potoka 5. PARKLAND EDUCATION FOUNDATION POSITION: Board Member NATURE: 501(c)(3) non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2025 ADDRESS: 1210 Springhouse Road, Allentown PA 18104, United States DESCRIPTION: Raise funds to enhance and supplement the educational, arts, athletic, and co-curricular programs within the Parkland School District, benefiting students and staff.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-10

Designations

Other Names

• Eric Joseph Boyle