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Edward William Monborne

Rkl Private Wealth

Lancaster, PA

CRD 4587333

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Employer firm

Rkl Private Wealth CRD 122693

$2.51B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Rkl Private Wealth

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2000-02-23
  • PA RA
    APPROVED
    Since 2000-02-23

Branch Locations

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reinsel Kuntz Lesher Llp Lancaster PA 01/2005 Present
  • 01/2005 → Present
    Reinsel Kuntz Lesher Llp
    Lancaster, PA
Other Businesses

A. FPA LLC, NOT INV. RELATED, 1800 FRUITVILLE PK LANCASTER, PA 17601, RENTAL REAL ESTATE, MEMBER, 8/24/05-PRESENT, <10 HRS ANN., 0 HRS, NO DUTIES, B. FPA LIMITED PARTNERSHIP, NOT INV. RELATED, 1800 FRUITVILLE PK, LANCASTER, PA 17601, REAL ESTATE PARTNERSHIP, LIMITED PARTNER, 8/24/05-PRESENT, <10 HRS ANN., 0 HRS, NO DUTIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-11
  • S65 Uniform Investment Adviser Law Examination
    2000-02-11

View on SEC IAPD

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