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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-19 |
| PA | RA | APPROVED | 2014-01-27 |
Branch Locations
275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
4100 Vestal Rd. Suite #105, Vestal, NY 13850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olds Financial Group | Vestal | NY | 10/2007 | Present |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2014 | 10/2024 |
| Ambassador Advisors, Llc | Lancaster | PA | 01/2014 | 12/2023 |
| Faithward Advisors Llc | Lancaster | PA | 12/2023 | Present |
| Osaic Wealth, Inc. | Vestal | NY | 10/2024 | Present |
1) Faithward Advisors LLC-RIA 12/2023 Financial Advisor zero% ownership, 160 hours devoted per month 160 hours devoted during trading hours 2) INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Independent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 4100 Vestal Rd, Vestal NY 13850, United States DESCRIPTION: Fixed insurance sales and service 3) ENDWELL UNITED METHODIST CHURCH POSITION: Finance Committee Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 3301 Watson Blvd., Endwell NY 13760, United States DESCRIPTION: Committee member. 4) FAITHWARD HOLDING COMPANY (PARENT COMPANY OF FAITHWARD ADVISORS) POSITION: Minority Owner (1%) NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 275 Hess Blvd, Lancaster PA 17601, United States DESCRIPTION: Voting privileges at owners meeting once per quarter. Monthly owners meeting for updates. 5) FAITHWARD ADVISORS POSITION: Financial Advisor NATURE: LLC-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2014 ADDRESS: 4100 Vestal Rd, #105, Vestal NY 13850, United States DESCRIPTION: Client Relations; Prospecting; Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-04 |
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