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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S&T Bank | Dubois | PA | 11/2011 | 08/2018 |
| Investment Professionals, Inc. | Indiana | PA | 12/2011 | 08/2018 |
| Investacorp Inc | Miami | FL | 08/2018 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 08/2018 | 07/2020 |
| Ameriprise Financial Services | Dubois | PA | 06/2018 | 08/2018 |
| Barber Financial Co | Dubois | PA | 08/2018 | 07/2020 |
| Securities America, Inc. | Brookville | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Brookville | PA | 07/2020 | 06/2024 |
| Stitzinger Financial Solutions | Brookville | PA | 12/2020 | Present |
| Osaic Wealth, Inc. | Brookville | PA | 06/2024 | Present |
1. DBA - Stitzinger Financial Solutions 2. STITZINGER FINANCIAL SOLUTIONS POSITION: Financial Advisor/Planner NATURE: Writing Insurance for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825, United States DESCRIPTION: I work with my clients to establish if they are sufficiently covered in the case of accident, needing income, death, or a LTC need. 3. STITZINGER FINANCIAL SOLUTIONS POSITION: Advisor NATURE: Advisory services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825 DESCRIPTION: I use advisory accounts for some clients vs commission accounts 4. STITZINGER FINANCIAL SOLUTIONS, LLC POSITION: Manager NATURE: It is the marketing name of my Branch. I put this on business cards, letterhead, and envelopes. It is my DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2021 ADDRESS: 86 Barnett St., Brookville PA 15825 DESCRIPTION: It is my DBA, marketing name.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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