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835 Houston Run Drive Suite 260, Gap, PA 17527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-08 |
Branch Locations
835 Houston Run Drive Suite 260, Gap, PA 17527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Gap | PA | 04/2021 | 02/2022 |
| Securities America, Inc. | Gap | PA | 02/2022 | Present |
| Lancaster County Meats And Deli | Lancaster | PA | 04/2020 | 04/2021 |
| Pga Tour Latino America | Lancaster | PA | 01/2017 | 11/2019 |
| Rouge River Farms | Rouge River Farms | FL | 09/2019 | 12/2020 |
| Laurel Oak Country Club | Sarasota | FL | 01/2016 | 02/2019 |
COZY HILLTOP FARMHOUSE POSITION: co manager NATURE: Short-term rental unit INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 1230 Stoney Lane, Conestoga PA 17516, United States DESCRIPTION: My wife and I rent out a short term rental in the other side of the home we currently live in. we manage the applications: Airbnb and VRBO and clean the home in between guest stays. CONESTOGA CLASSIC POSITION: Manage and clean the home in-between stays NATURE: Short Term rental unit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2023 ADDRESS: 3462 Main Street, Conestoga PA 17516, United States DESCRIPTION: My wife and I rent out a home that we purchased in Conestoga, PA. We manage the applications: Airbnb and VRBO and clean the home in between guest stays. PA LIFE AND HEALTH POSITION: Processor NATURE: PA Life and Health insurance license INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2022 ADDRESS: 835 Houston Run Drive, Suite 260, Gap PA 17527, United States DESCRIPTION: I sell Medicare supplemental and advantage plans and I process Annuity applications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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