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120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-29 |
| NC | RA | APPROVED | 2014-02-06 |
| PA | RA | APPROVED | 2010-09-08 |
Branch Locations
120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
10420 Jackson Oaks Way Suite 101, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 04/2011 | Present |
1) HEALTH, LIFE, LTC, DIS & FIXED ANNUITIES; NON INVESTMENT RELATED; 5 HRS/MONTH DURING NON TRADING HOURS. 2) COCOLICO COMMUNITY CHAPEL - TREASURER; NON INVESTMENT RELATED; 15 HRS/MONTH DURING NON TRADING HOURS. 3) HERSHEY FINANCIAL ADVISORS, LLC - IAR OF RIA IN WHICH CLIENT ACCOUNTS ARE ACTIVELY MANAGED; INVESTMENT RELATED; 120 HRS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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