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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Advisory Corporation - Fina | Harrisburg | PA | 12/1984 | Present |
| Fortis Investors, Inc. | Harrisburg | PA | 03/1990 | Present |
| Osaic Wealth, Inc. | Harrisburg | PA | 01/2024 | Present |
1. PAC FINANCIAL POSITION: Owner - Agent NATURE: Sole Proprietorship - DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2008 ADDRESS: 5291 Devonshire Road, Harrisburg PA 17112, United States DESCRIPTION: Life Insurance and Long Term Care Insurance Sales and Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-04-17 |
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