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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-12 |
Branch Locations
4100 Vestal Rd Ste 105, Vestal, NY 13850 • United States
275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Endicott | NY | 11/2015 | 06/2018 |
| Citizens Securities, Inc. | Endicott | NY | 06/2018 | 05/2019 |
| Key Investment Services | Syracuse | NY | 07/2019 | 09/2020 |
| Keybank | Ithaca | NY | 07/2019 | 09/2020 |
| Lpl Finanial Llc | Albany | NY | 09/2020 | 10/2025 |
| Broadview Federal Cu | Albany | NY | 09/2020 | 11/2025 |
| Osaic Wealth, Inc. | Lancaster | PA | 11/2025 | Present |
| Faithward Advisors Llc | Lancaster | PA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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