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Jay Howell Moyer

Osaic Wealth, Inc.

Blandon, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-18
PA RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-10-18
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

8509 Allentown Pike, Blandon, PA 19510 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc Holbrook NY 07/2004 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 07/2004 → 10/2024
    American Portfolios Financial Services, Inc
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2004-08-10 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2004-06-29 → 2004-07-23
    Hackett Associates, Inc.
    Fleetwood, PA
Other Businesses

1. JAY H MOYER DBA WEALTH ACCUMULATION PLANNING POSITION: TAX PREPARER NATURE: SOLE PROP INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1998 ADDRESS: 8509 Allentown Pike, Blandon PA 19510, United States DESCRIPTION: PREPARE TAXES. HOURS SPENT ON THIS ACTIVITY ARE SEASONAL. FROM FEBRUARY THROUGH APRIL. 2. JAY H MOYER POSITION: SALES NATURE: SOLE PROP INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 8509 Allentown Pike, Blandon PA 19510, United States DESCRIPTION: NON-SECURITIES INSURANCE SALES. NO INCOME IN PRIOR YEAR. HAVE EXISTING CONTRACTS. 3. CONGREGATION SHOMREI HABRITH POSITION: BOARD MEMBER - PRES. NATURE: RELIGIOUS ORG. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2011 ADDRESS: 2320 HAMPDEN BLVD, READING PA 19604, United States DESCRIPTION: VOLUNTEER, HELP WITH OPERATIONS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-04-02
  • S63 Uniform Securities Agent State Law Examination
    1992-04-02
Designations

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