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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| PA | RA | APPROVED | 2018-11-02 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Allentown | PA | 05/1983 | 11/2018 |
| Osaic Wealth, Inc. | Lancaster | PA | 11/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-09 |
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