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Lancaster, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-27 |
| SC | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2024-05-01 |
| PA | RA | APPROVED | 2022-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehd Advisory | Lancaster | PA | 06/2012 | 01/2017 |
| Lpl Financial Llc | Lancaster | PA | 09/2014 | 12/2019 |
| Global Retirement Partners | San Rafael | CA | 09/2014 | 12/2019 |
| Ehd Advisory Services, Inc. | Lancaster | PA | 01/2017 | 12/2019 |
| Domani Wealth, Llc | Lancaster | PA | 12/2019 | 08/2022 |
| Cool Creek Financial, Llc | Lancaster | PA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-24 |
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