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5000 Ritter Rd Suite 202, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-19 |
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 |
|---|---|---|---|---|
| Marrazzo And Associates Financial Group | Harrisburg | PA | 01/1986 | Present |
| Marrazzo & Associates Financial Group | Harrisburg | PA | 01/1986 | Present |
| National Planning Corporation | Harrisburg | PA | 01/1999 | 10/2017 |
| Guardian Asset Advisors Llc | Mechanicsburg | PA | 11/2007 | Present |
| Securities America, Inc. | Harrisburg | PA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Harrisburg | PA | 06/2024 | Present |
1. MARRAZZO AND ASSOCIATES FINANCIAL GROUP, P. C. POSITION: President / Owner NATURE: Insurance Sales & services, annuity sales & services, Planning,and income tax preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/17/1994 ADDRESS: 501 S. Arlington Avenue, Harrisburg PA 17109 DESCRIPTION: Insurance Sales & services, annuity sales & services, Planning, and income tax preparation 2. INSURANCE SALES POSITION: Sales and service NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1986 ADDRESS: 501 S. Arlington Avenue, Harrisburg PA 17109 DESCRIPTION: Life and Health insurance sales and services 3. NAIFA-PA POSITION: Treasurer NATURE: Naifa - PA Treasurer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2011 ADDRESS: 230 State Street, Harrisburg PA 17101 DESCRIPTION: Make reports and oversee the finances 4. RENTAL PROPERTY POSITION: Owner NATURE: Rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/19/2005 ADDRESS: 400 S Arlington Avenue, Harrisburg PA 17109 DESCRIPTION: Residential Real Estate Rental 5. GUARDIAN ASSET ADVISORS POSITION: Investment Advisor Representative NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/09/2017 ADDRESS: 5000 Ritter Road, Suite 202, Mechanicsburg PA 17055 DESCRIPTION: Fee based Managed Investment account services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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