Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-11
  • PA RA
    APPROVED
    Since 2024-10-11

Branch Locations

275 Hess Blvd, Lancaster, PA 17601 • 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
Wells Fargo Clearing Services, Llc Southern Shores NC 03/2020 Present
Wells Fargo Bank, Na Southern Shores NC 05/2019 Present
Xenith Bank/Atlantic Union Bank Moyock NC 03/2017 05/2019
Obx Bank/Monarch Bank/Towne Bank Kitty Hawk NC 05/2012 03/2017
Terry & Sarah Photography Grandy NC 05/2010 12/2018
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 03/2020 → Present
    Southern Shores, NC
  • 05/2019 → Present
    Wells Fargo Bank, Na
    Southern Shores, NC
  • 03/2017 → 05/2019
    Xenith Bank/Atlantic Union Bank
    Moyock, NC
  • 05/2012 → 03/2017
    Obx Bank/Monarch Bank/Towne Bank
    Kitty Hawk, NC
  • 05/2010 → 12/2018
    Terry & Sarah Photography
    Grandy, NC
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2023-09-18 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2020-11-23 → 2023-08-10
    Southern Shores, NC
    Wilmington, NC
Other Businesses

1. Insurance Agent/ Not Investment related/ Independent ownership 100%/ start date 08/23-20 hrs per mo. devoted 2. TERRY & SARAH OBX LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2023 ADDRESS: 318 W Danube St, Nags Head NC 27959, United States DESCRIPTION: Maintenance and cleaning of AirBNB, host duties 3. SARAH MOORE DBA THE MERMAID'S PURSE POSITION: owner NATURE: Women's boutique retail sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2025 ADDRESS: 318 West Danube Street, Nags Head NC 27959, United States DESCRIPTION: Retail Sales 4. FAITHWARD ADVISORS LLC POSITION: Independent IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/07/2023 ADDRESS: 275 Hess Blvd, Lancaster PA 17543, United States DESCRIPTION: Independent IAR 5. SARAH MOORE FIXED INSURANCE POSITION: Agent - Insurance Producer NATURE: fixed insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/07/2023 ADDRESS: 275 Hess Blvd, Lancaster PA 17543, United States DESCRIPTION: Sales and service of fixed insurance and annuities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-23
  • S66 Uniform Combined State Law Examination
    2020-11-23
Other Names
  • Sara Elizabeth Lawrenson
  • Sarah Elizabeth Lawrenson
  • Sara Elizabeth Moore
  • Sarah Elizabeth Moore
  • Sarah Moore

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lancaster, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor