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5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-18 |
Branch Locations
5000 Ritter Rd Ste 202, Mechanicsburg, PA 17055 • 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 |
|---|---|---|---|---|
| National Planning Corporation | Harrisburg | PA | 01/1999 | 10/2017 |
| Guardian Asset Advisors Llc | Mechanicsburg | PA | 11/2007 | Present |
| Securities America Inc. | Mechanicsburg | PA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Mechanicsburg | PA | 06/2024 | Present |
1. David W. Marrazzo Position: OWNER Nature: Tax Preparer Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 10/09/2017 Address: 5000 Ritter Rd suite 202, Mechanicsburg PA 17055 Description: prepare SIMPLE TAX RETURNS 2. David W. Marrazzo Position: SALES Nature: INSURANCE SALES Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 10/09/2017 Address: 5000 Ritter Rd SUITE 202, MECHANICSBURG PA 17055 Description: INSURANCE SALES 3. CURSILLO COMMITTEE CHAIRMAN POSITION: Chairman of Cursillo Committee NATURE: Cursillo Movement Secretariat INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 170 Ridge Hill Rd, Mechanicsburg PA 17050 DESCRIPTION: Chair of the Cursillo Committee. This job entails organizing religious retreats. 4. GUARDIAN ASSET ADVISORS LLC POSITION: OWNER / SUPERVISOR / ADVISOR NATURE: REGISTERED INVESTMENT ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/09/2017 ADDRESS: 5000 Ritter Rd SUITE 202, MECHANICSBURG PA 17055, United States DESCRIPTION: FEE BASED ASSET MANAGEEMENT 5. DIOCESAN PASTORAL COUNCIL POSITION: Member OD Diocesan Pastoral Council NATURE: Providing advice to Bishop on Pastoral Ministries in the Diocese of Harrisburg. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2024 ADDRESS: 4800 Union Deposit Rd, Harrisburg PA 17111, United States DESCRIPTION: Providing advice to Bishop on Pastoral Ministries in the Diocese of Harrisburg.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-03 |
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