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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sniegocki Weaver Financial Services | Palmyra | PA | 07/2020 | 05/2025 |
| Fedex | Middletown | PA | 05/2020 | 10/2021 |
| The Hershey Company | Hershey | PA | 05/2019 | 04/2020 |
| Kpmg Llp | Harrisburg | PA | 10/2016 | 05/2019 |
| Avantax Advisory Services | Palmyra | PA | 02/2021 | 09/2022 |
| Unemployed | Boiling Springs | PA | 06/2016 | 09/2016 |
| Ameriprise Financial Services, Llc | Lancaster | PA | 07/2022 | 05/2025 |
| Cbfc | Edmond | OK | 05/2025 | 03/2026 |
| Rkl Private Wealth | Lancaster | PA | 03/2026 | Present |
NAME OF BUSINESS: THE TAX DEN, LLC INVESTMENT RELATED: NO ADDRESS OF OTHER BUSINESS: ELIZABETHTOWN, PA NATURE: TAX PREPARATION POSITION: OWNER START DATE OF RELATIONSHIP: 08/2025 NUMBER OF HOURS PER MONTH: 10, 0 DURING TRADING HOURS DUTIES: TAX PREPARATION OF ANNUAL INCOME TAX RETURNS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-01 |
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