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2651 Carnegie Road, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leidos, Inc. | Camp Hill | PA | 12/2012 | 03/2021 |
| Primerica Financial Services | York | PA | 08/2017 | 12/2018 |
| Pfs Investments Inc. | York | PA | 08/2017 | 12/2018 |
| Caci, Inc. | St. Louis | MO | 03/2021 | 03/2022 |
| Leidos, Inc. | Mechanicsburg | PA | 03/2022 | Present |
| Integrated Wealth Solutions | York | PA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-26 |
| S66 | Uniform Combined State Law Examination | 2012-06-11 |
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