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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-12 |
Branch Locations
940 W Sproul Rd Suite 103, Springfield, PA 19064 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
940 W Sproul Rd Suite 103, Springfield, PA 19064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance Salvatore Lauri Insurance Agency Llc | Norwood | PA | 03/2013 | 10/2016 |
| Massmutual Life Insurance Company | Norwood | PA | 01/2016 | 02/2017 |
| Mml Investors Services, Llc | Norwood | PA | 03/2016 | 02/2017 |
| Edward Jones | Saint Louis | MO | 03/2017 | 10/2018 |
| W&S Brokerage Services | Cincinnati | OH | 02/2019 | 01/2026 |
| Western & Southern Life | Bala Cynwyd | PA | 02/2019 | 01/2026 |
| Unemployed | Folsom | PA | 10/2018 | 02/2019 |
| American Senior Benefits | Springfield | PA | 01/2026 | Present |
| Strata Financial Group, Llc Dba Strata Wealth | Springfield | PA | 01/2026 | Present |
| Integrity Alliance, Llc | Springfield | PA | 06/2026 | Present |
1) Strata Wealth; investment related; 210 Willowbrook Ave, Folsom, PA 19033; Life and Health insurance, Medicare and Fixed annuities; Owner; 08/01/1980; 200 hours per month; 200 hours during security hours; Day to Day business operations, Hire, train and manage a sales force for fixed insurance products. 2) STRATA FINANCIAL GROUP, LLC DBA STRATA WEALTH POSITION: Owner NATURE: Strata Financial Group, LLC dba Strata Wealth provides life insurance, fixed annuities, and Medicare-related insurance products through our partnership with American Senior Benefits. The firm also provides financial planning services and offers securities-related products and services through our partnership with Integrity Wealth. All securities recommendations, brokerage services, investment advisory activity, and any other securities-related functions are conducted exclusively through my approved broker-dealer relationship. Strata Financial Group does not operate as a broker-dealer or investment adviser and does not receive compensation tied directly to securities transactions outside of the broker-dealer. This outside business activity does not conflict with my responsibilities or supervision requirements at my broker-dealer. INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2026 ADDRESS: 940 W Sproul Road, Suite 103, Springfield PA 19064, United States DESCRIPTION: I serve as the Managing Director and majority owner of Strata Financial Group, LLC. I am responsible for all day-to-day operations, including business management, strategic planning, client relationship oversight, partner and vendor coordination, and supervision of internal processes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2008-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-14 |
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