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James Patrick Ortale

Lifeguide Financial Advisors, LLC

Mechanicsburg, PA

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Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-06
  • PA RA
    APPROVED
    Since 2025-02-06

Branch Locations

400 W Main St., Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifeguide Financial Advisors, Llc Mechanicsburg PA 10/2024 Present
Lifeguide Financial Advisors, Llc Mechanicsburg PA 07/2024 10/2024
Bigelow Tea Fairfield CT 08/2023 05/2024
Bigelow Tea Fairfield CT 06/2023 08/2023
Town Of Southbury Southbury CT 05/2022 07/2022
Gordon College Wenham MA 01/2022 12/2022
Gordon College Wenham MA 08/2021 05/2023
Student Soutbury CT 01/2015 08/2021
  • 10/2024 → Present
    Lifeguide Financial Advisors, Llc
    Mechanicsburg, PA
  • 07/2024 → 10/2024
    Lifeguide Financial Advisors, Llc
    Mechanicsburg, PA
  • 08/2023 → 05/2024
    Bigelow Tea
    Fairfield, CT
  • 06/2023 → 08/2023
    Bigelow Tea
    Fairfield, CT
  • 05/2022 → 07/2022
    Town Of Southbury
    Southbury, CT
  • 01/2022 → 12/2022
    Gordon College
    Wenham, MA
  • 08/2021 → 05/2023
    Gordon College
    Wenham, MA
  • 01/2015 → 08/2021
    Student
    Soutbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31
Designations

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mechanicsburg, PA
AVANTRA FAMILY WEALTH, INC. · MECHANICSBURG, PA
WIENKEN ADVISORS, LTD. · MECHANICSBURG, PA
THE APPALACHIAN FINANCIAL GROUP · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
COMMONWEALTH FINANCIAL NETWORK · Mechanicsburg, PA

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