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1801 Fruitville Pike Suite 202, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-21 |
Branch Locations
1801 Fruitville Pike Suite 202, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 11/2014 | 05/2018 |
| Orrstown Bank | Shippensburg | PA | 11/2014 | 05/2018 |
| Wheatland Advisors, Inc | Lancaster | PA | 08/2017 | 05/2018 |
| Fortune Financial Services, Inc. | Monaca | PA | 05/2018 | Present |
| Millers Financial Group, Llc | Lancaster | PA | 03/2018 | Present |
1.) Insurance Sales; investment related: Yes; Location of the business: 1801 Fruitville Pike, Suite 202; Description of the business: The firm and the advisor both have a license to sell insurance. Commissions are paid to the firm with an advisor serving as the agent on the policies. ; Position Title: Agent; Responsibilities Duties: Sell and Service of insurance policies.; Start date with business: 2018-05-21; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 20. 2.)Sale of Registered Securities; investment related: Yes; Location of the business: 3582 Brodhead Rd Suite 202; Description of the business: I am a registered representative of Fortune Financial Services, a limited securities broker dealer. ; Position Title: Registered Representative; Responsibilities Duties: sale of mutual funds and annuities; Start date with business: 2018-05-21; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-25 |
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