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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-03 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
28 E Roseville Rd., Suite B, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rkl Wealth Management Llc | Lancaster | PA | 06/2018 | 09/2019 |
| Wilkes University | Wilkes-Barre | PA | 08/2014 | 05/2018 |
| Rkl Wealth Management Llc | Lancaster | PA | 09/2019 | 12/2022 |
| Rkl Wealth Management Llc | Lancaster | PA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-21 |
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