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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
2310 Walbert Ave Suite 102, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kleinhenz & Company Llp (Self Employed) | Allentown | PA | 10/1988 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Allentown | PA | 09/2023 | Present |
1) KLEINHENZ & COMPANY LLP POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/01/1988 ADDRESS: 2310 Walbert Avenue, Suite 102, Allentown PA 18104, United States DESCRIPTION: Accounting and tax services. 2) FRED KLEINHENZ JR. POSITION: Owner NATURE: Sole Proprietorship - Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1993 ADDRESS: 2310 Walbert Avenue, Suite 102, Allentown PA 18104, United States DESCRIPTION: INSURANCE AGENT SERVICING AND SALES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-19 |
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