Curtis Duane Stoltzfus

Current Employers

Employment History

• 01/2007 → 03/2023
  Ambassador Advisors, Llc
  Lancaster, PA
• 10/2011 → 03/2023
  American Portfolios Financial Services, Inc
  Holbrook, NY
• 11/2019 → 03/2023
  Sevenoneseven Capital Management
  Lancaster, PA
• 03/2023 → Present
  Silver Oak Securities
  Jackson, TN

Previous Registrations

• 2019-11-27 → 2023-03-09
  Faithward Capital
  Lancaster, PA
• 2007-01-04 → 2020-08-31
  Faithward Advisors, Llc
  Lancaster, PA
• 2002-08-16 → 2011-09-20
  Equitable Advisors, Llc
  Lancaster, PA
  Lancaster, PA

Other Businesses

1). Stoltzfus Financial, Insurance Sales,Investment Related,,Insurance Sales,30 Brunners Grove Rd, Reinholds, PA, Owner,1995-02-01,10 hours per month,10 hours per month during trading hours,Commission Compensation,Sell insurance 2). Stoltzfus Advisory,Is Investment Related,"40 South 5th Street, Suite 100-497, Allentown, PA, 17569, United States",Financial Planning,Owner,2024-03-01,80 hours per month,50 hours per month during trading hours,Fee Based Compensation,DBA to Provide Financial Planning advice to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-24
• S63 Uniform Securities Agent State Law Examination
  1995-05-04

Designations

Other Names

• Curt Stoltzfus