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4800 Linglestown Road Suite 304, Harrisburg, PA 17112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-21 |
Branch Locations
4800 Linglestown Road Suite 304, Harrisburg, PA 17112 • United States
4800 Linglestown Road Suite 304, Harrisburg, PA 17112 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-31 |
| PA | RA | APPROVED | 2015-09-17 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
4800 Linglestown Rd, Suite 304, Harrisburg, PA 17112 • United States
303 E. Market St., York, PA 17403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Harrisburg | PA | 09/2015 | 08/2026 |
| Private Advisor Group, Llc | Harrisburg | PA | 09/2015 | 01/2022 |
| Private Advisor Group, Llc | York | PA | 01/2022 | 08/2026 |
| Dvb Private Wealth | Harrisburg | PA | 08/2026 | Present |
1. 07/2026 * DVB RISK MANAGEMENT* NON-VARIABLE INSURANCE *NOT INV REL * LICENSED INSURANCE PRODUCER * MANAGING MEMBER OF LICENSED INSURANCE AGENHRS/MO; 1 DURING SECS TRDG HRS. 2. 07/2026 * DVB CARES * NOT INV REL * SPECIAL NEEDS COORDINATION SERVICES * 30 HRS/MO; 1 DURING SECS TRDG HRS. 3. 06/2026 Receives compensation through book sales. Not investment related. start: 06/2026- 5 hours/mth 4. 06/2026- * DVB Financial LLC* - Managing Member. Direct owner of DVB Private Wealth. start: 06/2026- 5 hours/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-24 |
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