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2651 Carnegie Road, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-23 |
| PA | RA | APPROVED | 2026-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove City College | Grove City | PA | 01/2016 | 06/2017 |
| Gov. Thomas Johnson High School | Frederick | MD | 07/2017 | 03/2018 |
| Gettysburg College | Gettysburg | PA | 03/2018 | 11/2025 |
| Integrated Wealth Solutions, Llc | York | PA | 12/2025 | Present |
| Integrated Wealth Solutions, Llc | York | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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