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602 North Front Street, Wormleysburg, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-03 |
Branch Locations
602 North Front Street, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonebirdge Financial Group | York | PA | 06/2026 | Present |
| Massmutual | Mechanicsburg | PA | 09/2017 | 01/2019 |
| Mml Investors Services | Mechanicsburg | PA | 05/2016 | 01/2019 |
| Ufinancial Group | Mechanicsburg | PA | 05/2016 | 08/2018 |
| Messiah College | Mechanicsburg | PA | 01/2016 | 12/2018 |
| Citizens Bank | Verona | PA | 02/2019 | 09/2019 |
| Citizens Securities, Inc. | Verona | PA | 02/2019 | 09/2019 |
| Ameriprise Financial Services, Inc | Greensburg | PA | 09/2019 | 12/2020 |
| Citizens Securities, Inc. | Mechanicsburg | PA | 03/2021 | 06/2021 |
| Conrad Siegel Investment Advisors | Harrisburg | PA | 06/2021 | 07/2023 |
| Conrad Siegel Investment Advisors | Harrisburg | PA | 08/2023 | 05/2025 |
| Harrisburg | Harrisburg | PA | 05/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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