Joseph Daniel Wirbick

Employer firm

Sequinox Wealth Management, LLC CRD 335246

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 12/2020
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2019 → 09/2019
  Sequinox Wealth Advisors, Llc.
  Lancaster, PA
• 12/2020 → 07/2026
  Mulholland Wealth Advisors, Llc
  Scottsdale, AZ
• 05/2025 → Present
  Sequinox Wealth Management, Llc
  Lancaster, PA

Previous Registrations

• 2020-12-17 → 2026-07-17
  Mulholland Wealth Advisors, Llc
  Lancaster, PA
  Johnstown, PA
• 2012-01-20 → 2020-12-31
  J. W. Cole Advisors, Inc.
  Lancaster, PA
  Tampa, FL
  Lancaster, PA
• 2019-02-04 → 2019-09-05
  Sequinox Wealth Advisors, Llc.
  Lancaster, PA
• 2010-07-19 → 2012-01-23
  Pelion Investment Advisors, Inc.
  Tampa, FL
• 2007-11-29 → 2010-07-01
  Workman Securities Corporation
  Harrisburg, PA
  Lancaster, PA
  Eden Prairie, MN
• 2006-05-10 → 2007-12-11
  Boyd Senior Planning, Ltd.
  Lancaster, PA

Other Businesses

1) LIFE INSURANCE AGENT FOR MULTIPLE INSURANCE COMPANIES. 2) OWNER OF A SOFTWARE COMPANY. 3) OWNER OF COMMERCIAL REAL ESTATE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-10-23
• S65 Uniform Investment Adviser Law Examination
  2001-03-14

Designations

• Certified Financial Planner