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Shawn D Minnich

Lifetime Financial Foundations, LLC

York, PA

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Current Employers
Lifetime Financial Foundations, Llc

Seven Valleys, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-04-25
  • PA RA
    APPROVED
    Since 2019-04-25

Branch Locations

York, PA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Inusrance Agent York PA 09/2017 Present
Northeastern York School District Manchester PA 08/1996 09/2016
Unemployed York PA 10/2016 09/2017
Lifetime Financial Foundations York PA 04/2019 Present
  • 09/2017 → Present
    Independent Inusrance Agent
    York, PA
  • 08/1996 → 09/2016
    Northeastern York School District
    Manchester, PA
  • 10/2016 → 09/2017
    Unemployed
    York, PA
  • 04/2019 → Present
    Lifetime Financial Foundations
    York, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-02
  • S65 Uniform Investment Adviser Law Examination
    2018-08-02
Other Names
  • Shawn D Minnich

View on SEC IAPD

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