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5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-11 |
Branch Locations
5000 Ritter Rd Ste 202, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Harrisburg | PA | 11/2010 | 10/2017 |
| Securities America Inc. | Mechanicsburg | PA | 10/2017 | 06/2024 |
| Guardian Asset Advisors Llc | Mechanicsburg | PA | 10/2017 | Present |
| Osaic Wealth, Inc. | Mechanicsburg | PA | 06/2024 | Present |
***INSURANCE SALES POSITION: sales NATURE: Outside fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/09/2017 ADDRESS: 5000 Ritter Rd, suite 202, Mechanicsburg PA 17055, United States DESCRIPTION: Fixed insurance sales ***GUARDIAN ASSET ADVISORS LLC. POSITION: ADVISOR NATURE: REGISTERED INVESTMENT ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2021 ADDRESS: 5000 Ritter Rd. Suite 202, Mechanicsburg PA 17055, United States DESCRIPTION: FEE BASED ASSET MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-03 |
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