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630 Delp Road Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-02 |
Branch Locations
630 Delp Road Suite 100, Lancaster, PA 17601 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-20 |
Branch Locations
630 Delp Road Suite #100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Wealth Advisory Llc | Lancaster | PA | 11/2024 | Present |
| Geneos Wealth Management | Lancaster | PA | 11/2024 | Present |
| Thrivent Financial | Hummelstown | PA | 12/2021 | 10/2024 |
| Hershey Wealth Advisors | Hershey | PA | 01/2021 | 12/2021 |
| School | Elizabethtown | PA | 01/2015 | 05/2021 |
| Geneos Wealth Management Inc | Lancaster | PA | 01/2026 | Present |
| Personal Wealth Advisory Llc | Lancaster | PA | 01/2026 | Present |
1) RIA - DBA/IAR: will work under Personal Wealth Advisory LLC located at branch location 2) will work as a REGISTERED ASSISTANT under Personal Wealth Advisory LLC- 40 hours per week 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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