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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-05 |
| PA | RA | APPROVED | 2022-09-19 |
Branch Locations
300 Granite Run Drive Suite 200, Lancaster, PA 17601 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Isi Financial Group, Inc | Lancaster | PA | 05/1992 | 08/2022 |
| Greenspring Advisors, Llc | Lancaster | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-21 |
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