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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-02 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Sholley Agency | Atlantic Beach | FL | 09/2004 | 10/2016 |
| Voya Financial Advisors | Atlantic Beach | FL | 09/2014 | 09/2019 |
| Brokers International Financial Services | Atlantic Beach | FL | 10/2019 | Present |
Joseph R Boyle; Not securities related; 2386 Magnolia Ave, Unit 8, Naples, FL 34112; Accounting consultation and tax preparation; Accountant/Owner; Started 1/2004; 10 hours per month, 0 during trading hours Independent insurance agent; Not securities related; 2386 Magnolia Ave, Unit 8, Naples, FL 34112; Sales fixed insurance sales; Independent insurance agent; Started 5/2004; 160 hours per month, 160 during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-03 |
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