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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-11 |
| PA | RA | APPROVED | 2024-10-11 |
| UT | RA | APPROVED | 2024-10-11 |
Branch Locations
1160 Town Point Road, Chesapeake City, MD 21915 • United States
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 |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc | Holbrook | NY | 08/2013 | 10/2024 |
| Ambassador Advisors, Llc | Chesapeake City | MD | 08/2013 | 12/2023 |
| Faithward Advisors, Llc | Park City | UT | 12/2023 | 06/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 10/2013 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. OUTSIDE INSURANCE BROKERAGE BUSINESS. 2. MICHAEL J. STECHER, INC. POSITION: VP NATURE: CONSULTING SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2005 ADDRESS: ADDRESS: 7228 Pinebrook Rd Park City UT 84098 DESCRIPTION: consulting services 3. DBA - STECHER FINANCIAL SERVICES - AGENT; INSURANCE SALES. 4. DORIA LC POSITION: Managing Partner NATURE: REAL ESTATE HOLDING INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 7228 Pinebrook Rd Park City UT 84098 DESCRIPTION: buying and holding real estate 5. FAITHWARD/AMBASSADOR ADVISORS POSITION: IAR rep NATURE: outside RIA with a few accounts left INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2013 ADDRESS: 7228 Pinebrook Rd Park City UT 84098 DESCRIPTION: IAR rep 6. STECHER FINANCIAL GROUP POSITION: DBA NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2005 ADDRESS: 7228 Pinebrook Road, Park City UT 84098, United States DESCRIPTION: DBA for business 7. STERLING BRIDGE/TRITON BROKERAGE/SIMPLICITY (PREVIOUSLY CRUMP) POSITION: AGENT NATURE: FIXED ANNUITY/ INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2013 ADDRESS: 7228 Pinebrook Rd, Park City UT 84098, United States DESCRIPTION: Agent support - annuity and insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
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