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Aaron Daniel Sherman

Odyssey Group Wealth Advisors

Lancaster, PA

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Current Employers
Odyssey Group Wealth Advisors

22A East Roseville Road, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-02
  • PA RA
    APPROVED
    Since 2025-07-02

Branch Locations

22A East Roseville Road, Lancaster, PA 17601 • 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
Commonwealth Financial Network Waltham MA 07/2015 07/2025
Odyssey Group Wealth Advisors Lancaster PA 08/2018 Present
Previous Registrations
Other Businesses

1. Fixed insurance sales, as of 03/21/2017; approximately less than 1% time spent during business hours; conducted at branch location; investment related. 2. Owner, Sterling 22AB, LLC, an entity created for the purpose of buying and managing commercial real estate located at Lancaster, PA, as of 06/01/2018; Approximately 1% time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-21
  • S66 Uniform Combined State Law Examination
    2015-09-21
Designations
Other Names
  • Aaron D Sherman

View on SEC IAPD

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