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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-07 |
Branch Locations
275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
4100 Vestal Rd. Suite #105, Vestal, NY 13850 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Scranton | PA | 01/2011 | 03/2017 |
| New York Life Insurance Company | Scranton | PA | 10/2010 | 03/2017 |
| Ambassador Advisors, Llc | Lancaster | PA | 05/2017 | 12/2023 |
| American Portfolios Financial Services, Inc. | Binghamton | NY | 09/2017 | 10/2024 |
| Faithward Advisors Llc | Lancaster | PA | 12/2023 | Present |
| Osaic Wealth, Inc. | Vestal | NY | 10/2024 | Present |
1. CLARITY DIVORCE SOLUTIONS POSITION: Certified Divorce Financial Analyst and Mediator NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 4100 Vestal Rd, #105, Vestal NY 13850, United States DESCRIPTION: Mediation for divorcing couples. Individual and marital property calculation for couples in divorce. 2. NOTARY POSITION: Notary NATURE: Notary responsibilities INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/21/2014 ADDRESS: 4100 Vestal Rd, #105, Vestal NY 13850, United States DESCRIPTION: Public Notary for clients of Faithward Advisors and Aevitas Law. 3. MERRI BENJAMIN FIXED INSURANCE POSITION: Agent - Insurance producer NATURE: Insurance Brokers INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2011 ADDRESS: 1249 Upper Front St, #108, Binghamton NY 13905, United States DESCRIPTION: Sales and service of fixed insurance, long-term care and annuities. 4. FAITHWARD ADVISORS POSITION: Financial Advisor NATURE: LLC-RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2017 ADDRESS: 4100 Vestal Rd, Suite 105, Vestal NY 13850, United States DESCRIPTION: Client Relations, Prospecting and Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-28 |
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