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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| PA | RA | APPROVED | 2024-10-11 |
Branch Locations
1436 Penn Avenue Suite B, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Wyomissing | PA | 07/2004 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. SELLS LONG TERM CARE INSURANCE AND DOES TAX RETURNS FOR CLIENTS. 2. IVALUE FINANCIAL PLANNING POSITION: PARTNER NATURE: INSURANCE, AND TAXES INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2016 ADDRESS: 1436, Wyomissing PA 19610, United States DESCRIPTION: Ind taxes , life insurance 3. JOHN SCHROLL-RENTAL POSITION: owner NATURE: villa rentals INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2021 ADDRESS: 132 Primrose Ln, Wyomissing PA 19610, United States DESCRIPTION: sign rental agreements, 4. IVALUE FINANCIAL PLANNING POSITION: PARTNER NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2016 ADDRESS: 1436 suite B, Wyomissing PA 19610, United States DESCRIPTION: Prepare Ind taxes 5. JOHN SCHROLL POSITION: agent NATURE: sell insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: 1436 Penn Ave, suite B, Wyomissing PA 19610, United States DESCRIPTION: sell life insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-11-09 |
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