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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
1755 Oregon Pike Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 05/2015 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-08 |
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