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941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-05 |
Branch Locations
941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hershberger Insurance Agency | Johnstown | PA | 12/1999 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 05/2014 | 07/2018 |
| Highland Financial, Ltd | Johnstown | PA | 07/2018 | 06/2022 |
| Sequinox Wealth Management, Llc | Lancaster | PA | 05/2025 | Present |
AFFILIATED AS AN AGENT WITH HERSHBERGER INSURANCE AGENCY SINCE DECEMBER 1999 (SEE EMPLOYMENT HISTORY) SELLING VARIOUS TYPES OF INSURANCES. MY SALES ARE PRIMARILY IN THE PROPERTY AND CASUALTY AREA, BUT ALSO INCLUDE A SMALL AMOUNT OF LIFE INSURANCE AND ANNUITY SALES. 40 HPW DURING TRADING HOURS. Hershberger Insurance Agency, LLC Not investment related 440 Ferndale Ave., Johnstown PA 15905 Insurance Agency Employee Insurance agent 12/01/1999 Hours devoted: Schedule is dependent on appointments Selling and servicing of accounts HEAD VARSITY HOCKEY COACH-WESTMONT HILL TOP HIGH SCHOOL HOCKEY TEAM, 200 FAIR OAKS DR., JOHNSTOWN, PA 15905. 20 HPM NOT DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-16 |
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