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Craig Luther Patterson

Osaic Wealth, Inc.

Lancaster, PA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-09-05
PA RA APPROVED 2018-11-02
VA RA APPROVED 2018-11-02
  • FL RA
    APPROVED
    Since 2024-09-05
  • PA RA
    APPROVED
    Since 2018-11-02
  • VA RA
    APPROVED
    Since 2018-11-02

Branch Locations

22 Millersville Road, Lancaster, PA 17603 • 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
Signator Investors, Inc. Allentown PA 05/1983 11/2018
Osaic Wealth, Inc. Lancaster PA 11/2018 Present
  • 05/1983 → 11/2018
    Signator Investors, Inc.
    Allentown, PA
  • 11/2018 → Present
    Lancaster, PA
Previous Registrations
  • 2014-12-08 → 2018-11-02
    Signator Investors, Inc.
    Lancaster, PA
    Allentown, PA
    Allentown, PA
Other Businesses

1. RENTAL PROPERTY OWNER POSITION: owner NATURE: All rental properties owned with my spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/06/1979 ADDRESS: 210 Marticville RD, Lancaster PA 17603, United States DESCRIPTION: nothing - my wife does all the property management. 2. PATTERSON FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/21/1982 ADDRESS: 22 Millersville Rd., Lancaster PA 17603, United States DESCRIPTION: Sales/marketing of securities and insurance products 3. VOLUNTERRING ON THE PEQUEA PLANNING COMMITTEE POSITION: Volunteering NATURE: Municipal Pequea Township Municipal INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/26/2020 ADDRESS: Pequea Towship Municipal Office, 1028 Millwood Road, Willow Street PA 17584, United States DESCRIPTION: Review requests for land development and transfer in our small Township. 4. PAY PACKAGE, LLC POSITION: silence partner/ may meet with a new shed dealer NATURE: PayPackage, LLC -Shed rental business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2013 ADDRESS: PO Box 6015, Lancaster PA 17607, United States DESCRIPTION: may meet with a new shed dealer. 5. PATTERSON FINANCIAL SERVICES - FIXED INSURANCE POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/19/1982 ADDRESS: 22 Millersville Rd, Lancaster PA 17603, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-20
S63 Uniform Securities Agent State Law Examination 1983-12-09
  • S65 Uniform Investment Adviser Law Examination
    1999-04-20
  • S63 Uniform Securities Agent State Law Examination
    1983-12-09
Designations

View on SEC IAPD

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