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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-12 |
Branch Locations
3501 Concord Road Suite 250, York, PA 17402 • United States
1800 Fruitville Pike, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Hunt Valley | MD | 06/2016 | 10/2018 |
| Northwestern Mutual Investment Services Llc | Hunt Valley | MD | 07/2016 | 10/2018 |
| Northwestern Mutual Wealth Management Company | Hunt Valley | MD | 08/2017 | 10/2018 |
| Charles Schwab & Co., Inc. | Lancaster | PA | 01/2019 | 03/2021 |
| Rkl Wealth | Lancaster | PA | 05/2026 | Present |
| Charles Schwab | Lancaster | PA | 04/2023 | 05/2026 |
| Charles Schwab | Towson | MD | 03/2021 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-24 |
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