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1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-23 |
Branch Locations
1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Insurance Company Of America | York | PA | 12/2011 | 07/2017 |
| Pruco Securities Llc | York | PA | 12/2011 | 07/2017 |
| Rkl Wealth Management Llc | Lancaster | PA | 08/2017 | 09/2020 |
| Rkl Wealth Management Llc | Lancaster | PA | 09/2020 | 01/2026 |
| Arx Private Wealth | Lancaster | PA | 01/2026 | Present |
1. Partner of ST Partnership, an LLC that owns a rental property 2. Secretary of the Lancaster Estate Planning Council (Lancaster PA)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-02 |
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