Inactive

Daniel Jonathan Preziosi

Rkl Private Wealth

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Current Employers

Rkl Private Wealth

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-24

PA RA
APPROVED

Since 2026-06-24

Branch Locations

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rkl Private Wealth	Lancaster	PA	01/2026	Present
Psecu	Harrisburg	PA	08/2024	01/2026
Paramount Management Group	Lancaster	PA	06/2022	08/2024
Stonebridge Financial Group	Wormleysburg	PA	05/2021	04/2022
Faithward Advisor	Lancaster	PA	01/2021	04/2022
Lifeguide Financial Advisors Llc	Mechanicsburg	PA	09/2020	12/2020
Stauffers Of Kissel Hill	Lititz	PA	09/2015	09/2019
Triad Advisors Inc	Norcross	GA	05/2021	Present
Student	Lititz	PA	11/2011	Present

01/2026 → Present

Rkl Private Wealth

Lancaster, PA
08/2024 → 01/2026

Psecu

Harrisburg, PA
06/2022 → 08/2024

Paramount Management Group

Lancaster, PA
05/2021 → 04/2022

Stonebridge Financial Group

Wormleysburg, PA
01/2021 → 04/2022

Faithward Advisor

Lancaster, PA
09/2020 → 12/2020

Lifeguide Financial Advisors Llc

Mechanicsburg, PA
09/2015 → 09/2019

Stauffers Of Kissel Hill

Lititz, PA
05/2021 → Present

Triad Advisors Inc

Norcross, GA
11/2011 → Present

Student

Lititz, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-24

S65 Uniform Investment Adviser Law Examination

2026-06-24

View on SEC IAPD

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