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275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-28 |
| PA | RA | APPROVED | 2024-03-28 |
Branch Locations
275 Hess Boulevard Suite 100, Lancaster, PA 17601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilkes Barre | PA | 01/2020 | 12/2022 |
| Pennsylvania State University | State College | PA | 05/2016 | 12/2019 |
| Pennsylvania State University | State College | PA | 05/2016 | 07/2017 |
| Thermofisher-Scientific | Allentown | PA | 05/2019 | 08/2019 |
| Bank Of America, N.A. | Wilkes Barre | PA | 03/2020 | 12/2022 |
| Raymond James Financial Services, Inc. | Lancaster | PA | 05/2023 | 08/2023 |
| Interviewing | Mountaintop | PA | 01/2023 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Lancaster | PA | 05/2023 | 08/2023 |
| Folk Financial Llc | Lancaster | PA | 05/2023 | 08/2023 |
| Faulkner Subaru | Mechanicsburg | PA | 09/2023 | 10/2023 |
| Fetch Property Management | Lancaster | PA | 11/2023 | 12/2023 |
| Faithward Advisors | Lancaster | PA | 02/2024 | Present |
| American Portfolios Financial Services | Lancaster | PA | 09/2024 | 10/2024 |
| Osaic Wealth, Inc. | Lancaster | PA | 10/2024 | Present |
1. BLUE LIGHT VENTURES LIMITED POSITION: Owner NATURE: An LLC that involves new product development. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/26/2016 ADDRESS: 389 Fairwood Blvd, Mountaintop PA 18707, United States DESCRIPTION: Duties include prototyping, marketing, and selling new products and property due diligence. 2. FAITHWARD ADVISORS LLC-RIA POSITION: Financial Advisor NATURE: Financial Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 02/20/2024 ADDRESS: 275 Hess Blvd, Lancaster PA 17602, United States DESCRIPTION: Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
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