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116 North State Street 1St Floor, Clark'S Summit, PA 18411-1056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-06-10 |
| TX | RA | APPROVED_RES | 2022-05-18 |
| LA | RA | APPROVED | 2021-09-07 |
| MN | RA | APPROVED | 2018-06-14 |
| PA | RA | APPROVED | 2016-05-17 |
Branch Locations
116 North State Street 1St Floor, Clark'S Summit, PA 18411-1056 • United States
1 Oakwood Drive, Suite #1, Office# 205 Regus Office Business Centre, Scranton, PA 18504-9503 • United States
Philadelphia, PA • 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 |
|---|---|---|---|---|
| E-Z Mail Plus | South Abington Township | PA | 02/1996 | 09/2023 |
| Goldy's Travel Agency | South Abington Township | PA | 11/1994 | Present |
| 1St Financial Investments, Inc. | Clarks Summit | PA | 10/2004 | Present |
| Chinchilla Hose Company Of South Abington Township | Chinchilla / South Abington Township | PA | 04/2001 | Present |
| Clarks Summit Fire Company No. 1, Inc. | Clarks Summit | PA | 04/1990 | Present |
| Justus Volunteer Fire Company | Scott Township | PA | 01/2006 | Present |
| Wyoming Valley Pilot's Club | Forty Fort | PA | 01/2011 | 03/2026 |
| Scranton-Pocono Amateur Radio Klub | Scranton | PA | 03/2011 | Present |
| Social Security Consultants | Clarks Summit | PA | 05/2013 | Present |
| 1St Financial Investment, Inc. | Clarks Summit | PA | 05/2016 | Present |
| Revolution Fmo | Hendrickson | NV | 11/2014 | 10/2019 |
| College Planning Service, Inc. | Clarks Summit | PA | 06/2005 | Present |
| Bariatric Solutions For Life | Clarks Summit | PA | 11/2015 | Present |
| Scott Township Hose Company | Scott Township | PA | 01/2008 | Present |
| Dive Rescue Specialists, Inc. | Scott Township | PA | 01/2008 | Present |
| Western International Securities, Inc. | Clark's Summit | PA | 06/2016 | 06/2023 |
| City Of Scranton | Scranton | PA | 06/2016 | 09/2016 |
| Dracula's Forest Haunted Attraction | Ransom Township | PA | 09/2016 | 10/2016 |
| Lackawanna County, Board Of Elections | Scranton | PA | 11/2016 | Present |
| Wal*Mart Stores | Scranton / Dickson City | PA | 12/2016 | 05/2019 |
| 1St Financial Tax Services, Llc | Clarks Summit | PA | 02/2017 | Present |
| Magellan Financial & Insurance Services, Inc. | Topeka | KS | 02/2017 | 08/2018 |
| Advisor's Choice Insurance Brokerage Services, Inc | Thousand Oaks | CA | 01/2017 | Present |
| Nepa Financial Group | Clarks Summit | PA | 01/2017 | Present |
| City Of Scranton | Scranton | PA | 06/2017 | 09/2017 |
| Dracula's Forest Haunted Attraction | Ransom Township | PA | 09/2017 | 10/2017 |
| 1St Financial Safeguard, Co. | Clarks Summit | PA | 03/2018 | Present |
| Eca Marketing, Inc. | Eden Prairie | MN | 06/2018 | 12/2020 |
| City Of Scranton | Scranton | PA | 06/2018 | 09/2018 |
| Dracula's Forest | Ransom Township | PA | 09/2018 | 10/2018 |
| City Of Scranton | Scranton | PA | 06/2019 | 11/2019 |
| Simplicity Group Insurance | Scottsdale | AZ | 10/2019 | Present |
| United States Of America | Allentown | PA | 07/2020 | 11/2020 |
| City Of Scranton | Scranton | PA | 05/2021 | 04/2026 |
| Lifetime Income 4 You, Inc. | Clark's Summit | PA | 08/2021 | Present |
| Vestech Securities, Inc | Clark's Summit | PA | 05/2025 | 08/2025 |
| 1St Financial Services, Co. | Clark's Summit | PA | 05/2026 | Present |
| Vestech Securities Inc. | Clark's Summit | PA | 07/2026 | Present |
1st Financial Investments Vice-President; DBA for Brokerage, Insurance, & Notary Businesses. Involvement is during both trading and non-trading hours 1st Financial Services President; Name used merely for bookkeeping, and Tax Return for brokerage business only. Involvement is both during and not during trading hours Goldy's Travel Business owned by 1st Financial Investments, as a part-time Travel Agency. 1-2 hours a month after trading hours. Chinchilla Hose Co Recording Secretary, EMS Lt, HIPAA Compliance Officer, Infection Control Officer, EMS Admin Ass't and Volunteer Fireman & EMT. Amount of hours can vary and depends on types of emergencies. Involvement is mostly during normal non-trades hours, unless there is a major disaster incident occurring. Scranton-Pocono Amateur Radio Klub Treasurer of Amateur (HAM) Radio Club. 1-2 hours per month during normal non-trading hours Simplicity Group and Advisors Choice Insurance Brokerage Services Affiliated as an Independent Insurance Agent under their master general agency, IMO, FMO for Fixed Insurance Business. These entities are considered the upline for any contracting with insurance companies. Involvement for both can take place both during trading and non-trading hours Scott Twp Hose Co., & Justus Fire Co. Volunteer Fireman and Emergency Medical Technician. Amount of hours can vary and depends on the type of emergencies. Involvement is mostly during non-trading hours, unless there is a major disaster incident occurring. Clark's Summit Fire Company #1, Inc. Statistical Secretary, Volunteer Fireman and Emergency Medical Technician. Officers Position duties are during non-trading hours. Volunteer positions are mostly during non-trading hours, unless there is a major disaster incident occurring. Dive Rescue Specialists Volunteer Water Rescue Technician. Amount of hours can vary, depending on the type of emergency. Involvement is mostly during non-trading hours, unless there is a major disaster incident occurring. Lackawanna County Board of Election Elected as Judge of Elections for during the Primary and General Elections, 2 days a year (Approx 35 hours per year), unless there is a special election. Involvement is during both Trading and Non-Trading Hours. Position is 4-year term and will need to seek re-election every 4 years. 1st Financial Tax Services President & Tax Preparer. 40 hours month during tax season. Involvement is usually Not during trading hours, but some hours may be during trading hours. NE PA Financial Group Indirect Passive Owner. Holding Company for all of the various 1st Financial companies. 1st Financial Safeguard Insurance General Agency for Fixed Insurance and Annuities. Both during not during trading hours Lifetime Income for You, Bariatric Solutions for Life, Social Security Consulting, and College Planning Services These are fictitious and doing business as names that are owned by 1st Financial Investments Inc that are merely used for marketing purposes only. Involvement is in conjunction with 1st Financial Investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-21 |
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