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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 |
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
Greeneville, TN • United States
855 Knitting Mills Way, Wyomissing, PA 19610 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Heritage Financial Associates, Llc | Wyomissing | PA | 01/1994 | Present |
| American Portfolios Financial Services | Holbrook | NY | 08/2007 | 10/2018 |
| Securities America, Inc. | Wyomissing | PA | 10/2018 | 06/2024 |
| Securities America Advisors | Wyomissing | PA | 10/2018 | 06/2024 |
| Osaic Wealth, Inc. | Wyomissing | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Wyomissing | PA | 06/2024 | Present |
**Heritage Financial Position: Sales Nature: Insurance Sales Investment Related: No Hours: 20 Securities Trading Hours: 12 Start Date: 02/10/1995 Address: 855 KNITTING MILLS WAY, Wyomissing PA 19610 **DBA - Heritage Financial Associates, LLC **DBA - HF Advisors **DBA - Breyer Financial Services, LLC BREYER FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Sole Proprietorship LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1156 Stills Road, Greeneville TN 37743, United States DESCRIPTION: Administrative only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-07 |
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