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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-23 |
Branch Locations
2938 Columbia Ave Suite 102, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 12/1983 | 11/2018 |
| Osaic Wealth, Inc. | Lancaster | PA | 11/2018 | Present |
1. 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 and marketing of fixed annuities and non-variable insurance. 2. 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 17601, United States DESCRIPTION: Sales/marketing of securities and insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-26 |
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