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321 W. Main Street, Mount Joy, PA 17552 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfm Asset Management Llc | Harrisburg | PA | 01/2019 | 06/2020 |
| Bny Mellon | Pittsburgh | PA | 06/2018 | 08/2018 |
| Sirius Facilities | Berlin | 05/2017 | 08/2017 | |
| University Of Pittsburgh | Pittsburgh | PA | 09/2015 | 12/2018 |
| Stewardship Advisors, Llc | Mount Joy | PA | 06/2020 | Present |
?5K Enterprises LLC ?Investment related ?Delaware County, IN ?Real State ?Shareholder ?Partner/Shareholder ?5 hours per month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-16 |
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