Sarvey Garcia Canella

Current Employers

Employment History

• 04/2010 → 06/2024
  Securities America Inc.
  Moon Township, PA
• 04/2010 → 06/2024
  Securities America Advisors
  Moon Township, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Moon Township, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Moon Township, PA

Previous Registrations

• 2010-04-09 → 2024-06-14
  Securities America Advisors, Inc.
  Moon Township, PA
• 2004-11-23 → 2010-04-09
  Next Financial Group, Inc.
  Moon Township, PA
• 2003-09-26 → 2004-11-19
  Sunset Financial Services, Inc.
  Moon Township, PA
• 2000-02-29 → 2003-04-01
  Bcr Financial Services, Llc
  Wexford, PA

Other Businesses

1. CANELLA INSURANCE AGENCY, INC POSITION: President NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 04/1994 - LOCATED AT 1150 THORN RUN RD STE 102 MOON TOWNSHIP PA 15108-3102 - 50% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1994 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108 DESCRIPTION: Sales and service of fixed insurance products. 2. LEGAL SHIELD POSITION: Independent Contractor NATURE: LEGAL SHIELD PRE-PAID LEGAL SERVICES REPRESENTATIVE 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/05/2017 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108 DESCRIPTION: Legal Services and Identity Theft Protection 3. CANELLA MANAGED PROPERTIES POSITION: Owner NATURE: CANELLA MANAGED PROPERTIES REAL ESTATE OWNER 1% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1994 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108 DESCRIPTION: Rental Property 4. CANELLA FINANCIAL GROUP, INC POSITION: Educator NATURE: Teaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2010 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108 DESCRIPTION: Teach financial educational class at a local community college. Canella Financial Group, Inc 5. CCAC - COMMUNITY COLLEGE POSITION: Educator NATURE: Teaching - Instructor at community college INVESTMENT RELATED: Yes NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2010 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108, United States DESCRIPTION: Teach financial educational class at a local community college. 6. CANELLA FINANCIAL GROUP, INC POSITION: owner NATURE: CANELLA FINANCIAL GROUP (DBA SOLE PROP); TAX PREP OWNER 5% TIME SPENT TEACHING 5% INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2016 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108, United States DESCRIPTION: Business DBA Name Fixed Insurance 7. CANELLA INSURANCE AGENCY, INC POSITION: President NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 04/1994 - LOCATED AT 1150 THORN RUN RD STE 102 MOON TOWNSHIP PA 15108-3102 United States - 50% TIME SPENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/1994 ADDRESS: 1150 Thorn Run Road, Suite 102, Moon Township PA 15108, United States DESCRIPTION: Sales and service of fixed insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1994-08-02

Designations