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Joseph Daniel Wirbick

Sequinox Wealth Management, LLC

Lancaster, PA

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Current Employers
Sequinox Wealth Management, Llc

941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-14
PA RA APPROVED 2025-06-04
  • AZ RA
    APPROVED
    Since 2025-07-14
  • PA RA
    APPROVED
    Since 2025-06-04

Branch Locations

941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • 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
J.W. Cole Advisors, Inc. Tampa FL 01/2012 12/2020
Sequinox Wealth Advisors, Llc. Lancaster PA 01/2019 09/2019
Mulholland Wealth Advisors, Llc Scottsdale AZ 12/2020 07/2026
Sequinox Wealth Management, Llc Lancaster PA 05/2025 Present
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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-10-23
S65 Uniform Investment Adviser Law Examination 2001-03-14
  • S63 Uniform Securities Agent State Law Examination
    2008-10-23
  • S65 Uniform Investment Adviser Law Examination
    2001-03-14
Designations

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA

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