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1415 E Oregon Rd, Leola, PA 17540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
| PA | RA | APPROVED | 2024-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lancaster | PA | 09/2012 | 03/2024 |
| Securities America Advisors, Inc. | Lancaster | PA | 10/2014 | 03/2024 |
| Master's Wealth Management Inc. | Lancaster | PA | 03/2024 | Present |
***EAST OREGON ROAD PARTNERS LLC, not investment related, 1415 Oregon Rd, , Leola, PA. 17540, Real Estate Holding Company, Member, 1/1/2025, 5 hours per month, Overall management of property (will be occupied by us) and financial oversight of income/expenses ***NEFFSVILLE MENNONITE CHURCH POSITION: Writing checks to fund church ministries, general management of church organization NATURE: Treasurer of church class Member of Elder Board INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 323 Powell Dr, Lancaster PA 17601 DESCRIPTION: I am named on the bank account and have check writing privileges. As a committee, we make financial decisions on behalf of the church. ***PUSH THE ROCK POSITION: Finance Committee NATURE: Finance Committee member for sports-related non-profit ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2016 ADDRESS: 417 State Ave, 2nd Floor Suite 1, Emmaus PA 18049 DESCRIPTION: Finance Committee member. Will attend committee meetings to give input onfinancials of the organization. Will attend events hosted by the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-20 |
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