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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-05 |
| PA | RA | APPROVED | 2023-04-05 |
Branch Locations
300 Granite Run Drive Suite 200, Lancaster, PA 17601 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Hershey Company | Hershey | PA | 05/2017 | 01/2018 |
| Elizabethtown College | Elizabethtown | PA | 01/2018 | 05/2018 |
| Customers Bank | Phoenixville | PA | 06/2018 | 08/2018 |
| Elizabethtown College | Elizabethtown | PA | 08/2018 | 05/2019 |
| Domani Wealth, Llc | Lancaster | PA | 07/2019 | 01/2023 |
| Greenspring Advisors, Llc | Lancaster | PA | 02/2023 | Present |
| N/A | Elizabethtown | PA | 01/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-13 |
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