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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-01-12 |
Branch Locations
1330 Broadcasting Road, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Financial Advisors, Llc | Wyomissing | PA | 01/2013 | Present |
| Reinsel Kuntz Lesher Llp | Wyomissing | PA | 01/2012 | Present |
| Rkl Wealth Management Llc | Lancaster | PA | 01/2016 | Present |
1) Partner of RKL LLP, the parent company of RKL Wealth. 2) Berks County Estate Planning Council, President: 237 Court Street Reading PA 19601; non profit; not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-16 |
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