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Alicia Suzanne Pittman

Osaic Wealth, Inc.

Stevens, PA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-05
MD RA APPROVED 2026-08-04
PA RA APPROVED 2023-10-19
  • TX RA
    APPROVED_RES
    Since 2026-08-05
  • MD RA
    APPROVED
    Since 2026-08-04
  • PA RA
    APPROVED
    Since 2023-10-19

Branch Locations

1269 N. Reading Rd, Stevens, PA 17578 • 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
Sorenson Video Relay Service Various TX 08/2008 08/2025
Atrium Health Concord NC 04/2019 12/2021
Geisinger Health Danville PA 06/2016 08/2018
Osaic Wealth, Inc. Lancaster PA 01/2023 Present
  • 08/2008 → 08/2025
    Sorenson Video Relay Service
    Various, TX
  • 04/2019 → 12/2021
    Atrium Health
    Concord, NC
  • 06/2016 → 08/2018
    Geisinger Health
    Danville, PA
  • 01/2023 → Present
    Lancaster, PA
Other Businesses

1. MOUNTAIN TOP WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/18/2024 ADDRESS: 2938 Columbia Ave, Suite 102, Lancaster PA 17603, United States DESCRIPTION: Sales/marketing of securities and insurance products 2. MOUNTAIN TOP WEALTH MANAGEMENT-FIXED INSURANCE POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/18/2024 ADDRESS: 2938 Columbia Ave, Suite 102, Lancaster PA 17603, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 3. ADMINISTRATIVE ASSISTANT TO DAVID SMITH POSITION: administrative assistant NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2022 ADDRESS: 2938 Columbia Ave, Suite 102, Lancaster, PA 17603, Lancaster, PA 17603, United States DESCRIPTION: Administrative assistant for a Financial Advisor in the office. 4. PITTMAN TAX CO LLC POSITION: Owner, tax preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2025 ADDRESS: 1269 N. Reading Rd, Stevens PA 17578, United States DESCRIPTION: Tax preparation and tax filing 5. POA-IMMEDIATE FAMILY POSITION: POA NATURE: POA INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/17/2025 ADDRESS: 14 Ream Rd, Stevens PA 17578, United States DESCRIPTION: POA of my biological mother's accounts. 6. ALICIA PITTMAN, INSURANCE AGENT POSITION: Insurance agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/18/2024 ADDRESS: 1269 N. Reading Rd, Stevens PA 17578, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 7. KRAMER FINANCIAL, LLC DBA KRAMER WEALTH MANAGERS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/03/2026 ADDRESS: 1269 N. Reading Rd, Stevens PA 17578, United States DESCRIPTION: I am an employee of Kramer Wealth Managers, a DBA entity formed to market and administer securities business conducted through Osaic Wealth, Inc. My primary role is financial advisor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-10
S63 Uniform Securities Agent State Law Examination 2023-04-21
  • S65 Uniform Investment Adviser Law Examination
    2023-10-10
  • S63 Uniform Securities Agent State Law Examination
    2023-04-21
Other Names
  • Alicia Bollow
  • Alicia Pittman

View on SEC IAPD

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