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Rachael Yvonne Clark

Kintra Wealth, LLC

Williamsport, PA

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Current Employers
Kintra Wealth, Llc

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-01
  • PA RA
    APPROVED
    Since 2026-07-01

Branch Locations

1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • 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
M&T Bank Williamsport PA 06/2008 02/2017
M&T Securities Williamsport PA 10/2008 02/2017
Jersey Shore State Bank Jersey Shore PA 02/2017 05/2018
Psecu Harrisburg PA 05/2018 04/2021
C&N Bank Williamsport PA 04/2021 06/2026
Kintra Wealth, Llc Williamsport PA 06/2026 Present
  • 06/2008 → 02/2017
    M&T Bank
    Williamsport, PA
  • 10/2008 → 02/2017
    M&T Securities
    Williamsport, PA
  • 02/2017 → 05/2018
    Jersey Shore State Bank
    Jersey Shore, PA
  • 05/2018 → 04/2021
    Psecu
    Harrisburg, PA
  • 04/2021 → 06/2026
    C&N Bank
    Williamsport, PA
  • 06/2026 → Present
    Kintra Wealth, Llc
    Williamsport, PA
Previous Registrations
  • 2016-06-30 → 2017-02-17
    M&T Securities, Inc.
    Avis, PA
    Williamsport, PA
    Mill Hall, PA
    Williamsport, PA
    Williamsport, PA
    Williamsport, PA
    Spring Grove, PA
    Williamsport, PA
    Williamsport, PA
    Lock Haven, PA
    Mill Hall, PA
    Montoursville, PA
Other Businesses

Via Lin, LLC dba Every Event & Tent - Partner/Non-Managing. Hospitality & Event Company related. Rental company providing tents, tables, chairs, etc. Non-investment related. March 2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-01
S63 Uniform Securities Agent State Law Examination 2008-12-06
  • S65 Uniform Investment Adviser Law Examination
    2026-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-12-06
Other Names
  • Rachael Heaton
  • Rachael Heaton
  • Rachael Yvonne Heaton

View on SEC IAPD

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JANNEY MONTGOMERY SCOTT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Other Investors

SHELLEY SUE WHITNACK
WAYNE LEY DIEFFENDERFER
MICHAEL JOSEPH HUDOCK
JOHN DAVID KOLB
AMANDA M PHILLIPS
JOSHUA CHARLES YODER
Amber Lynn Pennycoff
CHRISTINA JEAN CLINE

Other Offices

HUDOCK CAPITAL GROUP · WILLIAMSPORT, PA
EDWARD JONES · Williamsport, PA
CETERA INVESTMENT ADVISERS LLC · WILLIAMSPORT, PA
WELLS FARGO CLEARING SERVICES, LLC · WILLIAMSPORT, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILLIAMSPORT, PA
JANNEY MONTGOMERY SCOTT LLC · WILLIAMSPORT, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Williamsport, PA
LPL FINANCIAL LLC · WILLIAMSPORT, PA

More in Williamsport, PA

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