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1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-20 |
Branch Locations
1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| House Of Pizza | Lancaster | PA | 06/2020 | 08/2020 |
| Rkl Wealth Management | Lancaster | PA | 06/2018 | 08/2018 |
| Lloyds Securities | New York | NY | 06/2019 | 08/2019 |
| Marlin & Associates | New York | NY | 10/2018 | 12/2018 |
| Fordham University | New York | NY | 08/2016 | 05/2020 |
| Crystal Brook Advisors | New York | NY | 03/2017 | 01/2018 |
| Lloyds Bank Corporate Markets | New York | NY | 09/2020 | 08/2023 |
| Rkl Private Wealth | Lancaster | PA | 09/2023 | 01/2026 |
| Arx Private Wealth | Lancaster | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-30 |
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