Best Investors
Account
Sign in
Best Investors
Account
Sign in
Sequinox Wealth Management, LLC CRD 335246
$160M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-04 |
Branch Locations
941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequinox | Lancaster | PA | 09/2015 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2018 | 12/2020 |
| Mulholland Wealth Advisors, Llc | Scottsdale | AZ | 12/2020 | Present |
| Sequinox Wealth Management, Llc | Lancaster | PA | 06/2025 | Present |
Sequinox - DBA; 941 Wheatland Place, Investment Related, 941 Wheatland Avenue, Suite 101, Lancaster PA 17603;173 hours per month devoted; Executive Administrative Assistant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
Reach out to this advisor