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1415 E Oregon Rd, Leola, PA 17540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank | Lancaster | PA | 08/2015 | 12/2020 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 08/2015 | 12/2020 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 12/2020 |
| Lpl Financial Llc | York | PA | 12/2020 | 09/2024 |
| Peoples Bank | York | PA | 12/2020 | 09/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | 10/2025 |
| Orrstown Bank Dba Orrstown Financial Advisors | York | PA | 09/2024 | 09/2025 |
| Master's Wealth Management Inc. | Lancaster | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-09 |
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