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24 B East Roseville Road, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-14 |
| PA | RA | APPROVED | 2025-05-02 |
Branch Locations
24 B East Roseville Road, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Stewardship Advisors | Lancaster | PA | 07/2021 | Present |
| Ywam Orlando | Montverde | FL | 06/2015 | 07/2021 |
1. Insurance License holder (1099 direct commission from carriers). We utilize insurance and annuities in our planning as a firm.; 2. Pequea Township, not investment-related, Lancaster County, PA, Auditor, 1/2026, 0 hours spent during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-02 |
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