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326 Chestnut Street, Mifflinburg, PA 17844 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-15 |
| PA | RA | APPROVED | 2022-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Benefits | Mifflinburg | PA | 01/2014 | 04/2017 |
| Sholley Insurance Agency | Lewisburg | PA | 04/2017 | 05/2020 |
| Buffalo Valley Wealth Plus | Mifflinburg | PA | 07/2020 | Present |
| Buffalo Valley Wealth Plus Llc | Mifflinburg | PA | 06/2022 | Present |
BVWP RE LLC; Member; Investment related: No; 338 Chestnut Street Mifflinburg PA 17844 United States; Real estate holding company - should have exact same U4 disclosure as Lance but needs to be added to his 2B too.; 2022-09-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-08 |
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