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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
325 N Queen St Suite 104, Lancaster, PA 17603 • United States
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Lancaster | PA | 03/2015 | 05/2020 |
| Tony'S Mining Company Restaurant | Cornwall | PA | 09/2012 | 10/2021 |
| The Prudential Insurance Company Of America | Lancaster | PA | 03/2015 | 05/2020 |
| Securian Financial Services | Saint Paul | MN | 05/2020 | 04/2022 |
| Minnesota Life Inusrance Company | Saint Paul | MN | 05/2020 | 04/2022 |
| American Wealth Strategy Group | Lancaster | PA | 05/2020 | Present |
| Sagepoint Financial, Inc. | Lancaster | PA | 04/2022 | Present |
| Osaic Wealth, Inc. | Lancaster | PA | 09/2023 | Present |
AMERICAN WEALTH STRATEGY GROUP FIXED INSURANCE POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 05/22/2020 ADDRESS: 1234 Cameron Drive, Manheim PA 17545, United States DESCRIPTION: The DBA is the structure under which insurance and broker dealer business will be marketed to consumers. Other than property and casualty insurance, all business will be run under the Securian umbrella. AMERICAN WEALTH STRATEGY GROUP, LLC POSITION: Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 140 START DATE: 05/05/2020 ADDRESS: 325 N Queen Street, Suite 104, Lancaster PA 17603, United States DESCRIPTION: DBA name providing financial and insurance services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-30 |
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