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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Metropolitan Life Insurance Co | Delmont | PA | 01/2003 | 08/2017 |
| Metlife Securities Inc. | Delmont | PA | 01/2003 | 08/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 08/2017 |
| Mml Investors Services, Llc | Delmont | PA | 03/2017 | 08/2017 |
| Lincoln Financial Advisors | New Alexandria | PA | 08/2017 | 01/2025 |
| Osaic Wealth, Inc. | New Alexandria | PA | 01/2025 | Present |
SCOTT A LAUER POSITION: Agent NATURE: Offer in fixed insurance products and services INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 08/01/2017 ADDRESS: 7467 STATE ROUTE 22, NEW ALEXANDRIA PA 15670 DESCRIPTION: Offer above products and services SECRETARY OF MY HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: Secretary of the Homeowner's association would schedule meetings with the Homeowners in the plan, take notes in meetings for distribution to the group on what happened in those meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 245 Shaw Court, NEW ALEXANDRIA PA 15670 DESCRIPTION: secretary would coordinate Homeowner's association meetings, keep records/notes on meetings, distribute notes to the homeowner's of the discussions in the meetings with the group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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