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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| NC | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED_RES | 2024-09-16 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
130 Court Street Suite 205, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moff And Associates | Williamsport | PA | 06/2020 | Present |
| Members Choice Financial Credit Union | Danville | PA | 06/2018 | 06/2020 |
| Whitenight's Farm And Greenhouse | Danville | PA | 07/2014 | 06/2018 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2017 | Present |
| Woodbury Financial Services Inc | Williamsport | PA | 07/2020 | 01/2024 |
| Osaic Wealth, Inc. | Williamsport | PA | 01/2024 | Present |
1) MOFF AND ASSOCIATES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 140 START DATE: 06/30/2021 ADDRESS: 130 Courst St Suite 205, Williamsport PA 17701, United States DESCRIPTION: Providing investment advice to current clients and prospects. Recommending investments to clients and prospects to best meet their financial needs. Continuing advice/recommendations and reviews for current clients to ensure that their investments are achieving their objectives. Providing services to clients upon their requeston their accounts. Managing and overseeing staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
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