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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-15 |
| AL | RA | APPROVED | 2019-08-14 |
| MD | RA | APPROVED | 2019-08-14 |
| MN | RA | APPROVED | 2019-08-14 |
| NJ | RA | APPROVED | 2019-08-14 |
| TX | RA | APPROVED | 2019-08-14 |
| WI | RA | APPROVED | 2019-08-14 |
| PA | RA | APPROVED | 2019-08-12 |
Branch Locations
1105 Berkshire Blvd, Wyomissing, PA 19610 • United States
101 North Broad Street Second Fl, Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Butterworth Financial Group | Reading | PA | 08/1986 | Present |
| Law Offices Of Raymond Butterworth | Wyomissing | PA | 09/1993 | Present |
| Osaic Wealth Inc | Easton | PA | 11/2006 | Present |
| Investment Advisors Asset Management, Llc | Easton | PA | 01/2004 | Present |
| Cecelia Butterworth Revocable Loiving Trust | Lititz | PA | 09/2024 | Present |
1) LAW OFFICES OF RAYMOND BUTTERWORTH; NON-INVESTMENT RELATED; 1105 BERKSHIRE BLVD WYOMISSING PA 19610; OWNER; STARTED 10/1993; 12 HRS/MTH; 10 HRS/MTH DURING ST HOURS; ESTATE PLANNING, PREPARE WILLS, TRUSTS, POA'S, SETTLE ESTATES. 2) RAYMONG BUTTERWORTH; NON-INVESTMENT RELATED; 1105 BERKSHIRE BLVD WYOMISSING PA 19610; TAX PREPARER; STARTED 1993; 10 HRS/MTH; 10 HRS/MTH DURING ST HOURS; PREP INCOME TAX RETURNS. 3) BUTTERWORTH FINANCIAL SERVICES; INVESTMENT RELATED; 1105 BERKSHIRE BLVD WYOMISSING PA 19610; STATUTORY AGENT; STARTED 1986; 80 HRS/MTH; 80 HRS/MTH DURING ST HOURS; PROVIDE FIXED RATE ANNUITIES, LIFE INSURANCE SALES. 4) BENT CREEK HOA POSITION: Board Member - NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Bent Creek Drive Lititz, PA 17543, DESCRIPTION: Attend board meetings. Review and approve budget and expenditures. 5) CECELIA BUTTERWORTH REVOCABLE LOIVING TRUST POSITION: trustee (successor) NATURE: My mother, Cecelia Butterworth, passed away on 7/18/24. I was appointed successor trustee under her revocable living trust. The trust assets include a mutual fund, annuity, bank account and primary residence. Total assets approximately $500,000. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 09/09/2024 ADDRESS: 625 gooseneck drive, lititz PA 17543, United States DESCRIPTION: Successor trustee, gather assets, satisfy obligations and ultimately liquidate trust. I expect the trust to be liquidated shortly after the residence is sold.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-04-21 |
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