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Gregory Edward Knisely

Osaic Wealth, Inc.

Lancaster, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-22
TX RA APPROVED 2024-10-18
CA RA APPROVED 2024-10-11
NC RA APPROVED 2024-10-11
PA RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-18
  • CA RA
    APPROVED
    Since 2024-10-11
  • NC RA
    APPROVED
    Since 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

1755 Oregon Pike Suite 100, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Portfolios Financial Services, Inc. Holbrook NY 05/2015 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 05/2015 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2015-05-19 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2010-02-10 → 2015-05-26
    Lancaster, PA
Other Businesses

1. CRUMP. LIFE INSURANCE SERVICES. NOT SECURITIES RELATED. START DATE 5/2015. 1 HOUR DEVOTED PER MONTH, 1 HOUR DURING MARKET HOURS. 2. CREATIVE ONE POSITION: Agent NATURE: FIXED LIFE AND ANNUITY SALES AND SERVICE INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2016 ADDRESS: 6330 Sprint Pkwy, Ste 400, Overland Park KS 66211 DESCRIPTION: Insurance agent 3. MCFEE POSITION: TRUSTEE NATURE: NON - PROFIT CHARITABLE ORG INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: PO Box 475, Manheim PA 17545 DESCRIPTION: Board of Trustees, Chair of Grant Committee 4. DBA TEACHER BENEFIT STRATEGIES LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/13/2011 ADDRESS: 1755 Oregon Pike, Ste 100, Lancaster PA 17601, United States DESCRIPTION: Marketing and Payroll entity to maintain support staff and branding. 5. GREGORY KNISELY - INSURANCE POSITION: Agent NATURE: Fixed Insurance sales and service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/22/2009 ADDRESS: 1755 Oregon Pike, Ste 100, Lancaster PA 17601, United States DESCRIPTION: Fixed life and annuity sales and service. 6. MANHEIM CENTRAL FOUNDATION FOR EDUCATIONAL ENRICHMENT (MCFEE) POSITION: TRUSTEE NATURE: NON - PROFIT CHARITABLE ORG INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2016 ADDRESS: PO Box 475, Manheim PA 17545, United States DESCRIPTION: Board of Trustees - Attend regular meetings and vote Co-Chair of Grant Committee - Member of committee to review and vote to approve grant requests

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-08
  • S66 Uniform Combined State Law Examination
    2010-02-08
Designations
Other Names
  • Greg Knisely

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