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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B&G Trees | Houtzdale | PA | 12/1992 | Present |
| Pa Dept Corrections | Houtzdale | PA | 08/1997 | 10/2017 |
| Invest Financial Corporation | Philipsburg | PA | 12/2006 | 02/2018 |
| Lpl | Philipsburg | PA | 02/2018 | 02/2018 |
| Investacorp Inc | Miami | FL | 02/2018 | 07/2020 |
| Wardo Financial Services Inc | Houtzdale | PA | 08/1997 | Present |
| Securities America, Inc. | Houtzdale | PA | 07/2020 | 06/2024 |
| Securities America Advisors, Inc. | Houtzdale | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | Houtzdale | PA | 06/2024 | Present |
| Osaic Wealth, Inc. | Houtzdale | PA | 06/2024 | Present |
BIG ROCK SWING AND PING POSITION: owner NATURE: Big Rock Swing And Ping Driving Range INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2015 ADDRESS: 4667 Green Acre, Houtzdale PA 16866 DESCRIPTION: Over see operations of automated golf driving range. B&G TREES POSITION: Owner NATURE: B&G Trees INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/05/1992 ADDRESS: 4667 Green Acre Road, Houtzdale PA 16651 DESCRIPTION: Over see operations Of Business. MOSHANNON VALLEY PARTNERSHIP POSITION: board member NATURE: Helping business relocate to the region looking for help starting or expanding a business. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2020 ADDRESS: 200 Shady Lane Drive, Philipsburg PA 16866 DESCRIPTION: Generalboard member. Oversee the directors duties of the operation. SIMLER INSURANCE POSITION: sales NATURE: Simler Insurance Agency Property & Casualty Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 118 East Presqueisle Street, Philipsburg PA 16866 DESCRIPTION: Referring clients for auto and home owners insurance as well commercial insurance. DBA - Wardo Financial Services Inc. NATIONAL INSURANCE MARKETS POSITION: Sales NATURE: Selling Medicare Supplement Insurance through National Insurance Markets. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2020 ADDRESS: 915 Saxonburg Blvd # 217, Pittsburgh PA 15223 DESCRIPTION: I will be able to sell Medicare supplement plans to people.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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