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Levi Mitchell Greenly

Lifeguide Financial Advisors, LLC

Mechanicsburg, PA

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Current Employers
Lifeguide Financial Advisors, Llc

400 W Main St., Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-05-18
  • PA RA
    APPROVED
    Since 2020-05-18

Branch Locations

400 W Main St., Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Messiah College Mechanicsburg PA 05/2016 05/2020
Agchoice Farm Credit Mechanicsburg PA 05/2019 08/2019
Lifeguide Financial Advisors Llc Mechanicsburg PA 08/2019 Present
  • 05/2016 → 05/2020
    Messiah College
    Mechanicsburg, PA
  • 05/2019 → 08/2019
    Agchoice Farm Credit
    Mechanicsburg, PA
  • 08/2019 → Present
    Lifeguide Financial Advisors Llc
    Mechanicsburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-18
  • S65 Uniform Investment Adviser Law Examination
    2020-05-18
Designations

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Mechanicsburg, PA
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THE APPALACHIAN FINANCIAL GROUP · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
COMMONWEALTH FINANCIAL NETWORK · Mechanicsburg, PA

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