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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
4972 Medical Center Cir, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Allentown | PA | 05/2013 | 01/2025 |
| Osaic Wealth, Inc. | Allentown | PA | 01/2025 | Present |
1)WESTBURY PROPERTIES, LLC. 4301 WESTBURY DRIVE CENTER VALLEY, PA 18034 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER/MANAGER STARTED: 01/2009 HOURS PER MONTH: 2 HOURS DURING TRADING HOURS: 2 2) STELLAR LIFE SERVICES LLC 4972 MEDICAL CENTER CIRCLE ALLENTOWN PA 18106 CATEGORY: ENTITY /LLC-INSURANCE INVESTMENT RELATED: YES TITLE: SOLE OWNER DUTIES: SOLE OWNER OF ENTITY OFFERING OF INSURANCE (DISABILITY INSURANCE, FIXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE) AND USED FOR EXPENSE MANAGEMENT PURPOSES ASSOCIATED WITH EMPLOYEE PAYROLL START DATE: 05/05/2013 HOURS PER MONTH: 25 HOURS PER MONTH DURING TRADING HOURS: 25 3) STELLAR HOLDINGS LLC 4301 WESTBURY DRIVE CENTER VALLEY PA 18034 CATEGORY: REAL ESTATE MANAGEMENT, RENTAL, DEVELOPEMENT INVESTMENT RELATED: YES TITLE: MANAGER/OWNER DUTIES: MANAGE RENTAL UNITS START DATE:09/30/2014 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS:2 4)EMRICH STELLAR, JR. 4972 MEDICAL CENTER CIR ALLENTOWN, PA 18106 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: BROKER DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE AND HEALTH SAVINGS ACCOUNTS, START DATE: 11/2007 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 6 5) STELLAR ADVISOR 4972 MEDICAL CENTER CIR ALLENTOWN, PA 18106 CATEGORY: INDEX ANNUITIES INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING INDEX ANNUITIES. START DATE: 3/7/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 6) EMRICH STELLAR DBA STELLAR ADVISOR 4972 MEDICAL CENTER CIRCLE ALLENTOWN PA 18106 CATEGORY: INSURNCE/LIFE SETTLEMENT INVESTMENT RELATED: YES TITLE: AGENT DUTIES: EXPLORE AND OFFER FIXED LIFE SETTLEMENT WHERE APPROPRIATE VIA LFN APPROVED CARRIER WELCOME FUNDS START DATE: 10/14/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 7) EMRICH STELLAR DBA STELLAR ADVISOR 4972 MEDICAL CENTER CIR ALLENTOWN, PA 18106 CATEGORY: PREMIUM FINANCING INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING PREMIM FINANCING START DATE: 03/01/2016 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 4 8)EMR STELLAR LLC 4301 WESTBURY DRIVE CENTER VALLEY PA 18034 CATEGORY: ENTITY SOLE OWNER/PREMIUM FINANCING INVESTMENT RELATED: YES TITLE: SOLE OWNER OF ENTITY DUTIES: PREMIUM FINANCING RR'S OWN IUL CONTRACT START DATE: 03/09/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 9) CHARTER ARTS FOUNDATION POSITION: Vice Chairman NATURE: I am a Foundation Board member for the Lehigh Valley Charter High School for the Arts. The school and the Foundations are nonprofit organizations that support the Grades 9 through 12 high school education in addition to the education and promotion of the arts. The foundations owns the school building and endevors to build an endowment while also enhancing the schoold experiance for the students. INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 07/21/2026 ADDRESS: Charter Arts Foundation, 321 East 3rd Street, Bethlehem PA 18015, United States DESCRIPTION: As a Board Member for over 10 years and have been part of the strategic decision making for the maintenence of the school building as well as continued growth and financial support of the High School.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-23 |
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