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224 St. Charles Way Suite 200, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-27 |
| PA | RA | APPROVED | 2014-06-06 |
Branch Locations
224 St. Charles Way Suite 200, York, PA 17402 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2014 | Present |
| Johnson And White Wealth Management, Llc | York | PA | 05/2014 | Present |
1)JOHNSON AND WHITE WEALTH MANAGEMENT, LLC;RIA; EST. IN 2014; PRIMARY BUSINESS;ADVISING CLIENT ON ISSUES RELATED TO THEIR WEALTH. 2)NAME OF BUSINESS: GUIDON, LLC. GUIDON IS A NON-INVESTMENT RELATED BUSINESS. ADDRESS: 25 STEEPLE COURT, REINHOLDS, PA 17569. NATURE OF BUSINESS: GUIDON IS A LEADERSHIP TRAINING BUSINESS: WE TAKE LEADERS TO CIVIL WAR BATTLEFIELDS AND TALK ABOUT THE LESSONS LEARNED ON THE BATTLEFIELD AND APPLY THEM TO CURRENT LEADERSHIP CHALLENGES. POSITION: OWNER W/ A FORMER MILITARY PEER. START DATE: STARTING DOING THIS IN APRIL, 2001 AND SET UP THE BUSINESS STRUCTURE IN JULY, 2001. I DEVOTE APPROXIMATELY 5 HOURS PER WEEK ON THIS OUTSIDE OF WORK. MY DUTIES INCLUDE RESEARCHING THE APPROPRIATE BATTLEFIELDS AND DEVELOPING THE LESSONS LEARNED. I AM ALSO INVOLVED IN TALKING TO POTENTIAL GROUPS THAT MIGHT BENEFIT FROM OUR PRESENTATION 3)FARMLAND RENTAL PROPERTY; INVESTMENT RELATED; STEWARTSTOWN, PA; 100% OWNERSHIP WITH SPOUSE; START DATE = 04/18/11; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-23 |
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