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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Associates, Llc | Reading | PA | 01/2004 | Present |
| Joe Interrante | Reinholds | PA | 04/2005 | Present |
| Bread Of Life Fellowship | Reading | PA | 05/2006 | Present |
| American Portfolios | Reading | PA | 08/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1) SALE OF LIFE INSURANCE LONG TERM CARE AND HEALTH INSURANCE AS AN INDEPENDENT AGENT. THIS IS NOT SECURITIES RELATED. APPROXIMATELY 20% OF TRADING TIME DEDICATED TO THIS ACTIVITY CRUMP INS 2) BEDNAR FINANCIAL GROUP. LIFE INSURANCE, LTC, ANNUITIES DISABILITY INSURANCE. NOT SECURITIES RELATED. START DATE 2/1/19. 10 HOURS DEVOTED PER MONTH, 6 HOURS DURING MARKET HOURS. 3) R JOSEPH INTERRANTE POSITION: INDEPENDENT AGENT NATURE: Individual INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2000 ADDRESS: 620 E Oregon Rd., Lititz PA 17543 DESCRIPTION: Occasional sale of life insurance or fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-02 |
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