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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-14 |
Branch Locations
130 Buffalo Road Suite 211, Lewisburg, PA 17837 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Securities America, Inc. | Lewisburg | PA | 03/1998 | 06/2024 |
| Securities America Advisors, Inc | Omaha | NE | 04/2001 | 06/2024 |
| Osaic Wealth, Inc. | Lewisburg | PA | 06/2024 | Present |
1) DBA - MoneyWise, Inc. 2) MONEYWISE, INC. POSITION: owner NATURE: INSURANCE AGENT - SALES INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 10/01/2000 ADDRESS: 130 Buffalo Rd, P.O. Box 49, Lewisburg PA 17837 DESCRIPTION: Sell and serviceinsurance and fix annuity contracts.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-20 |
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