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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garden Spot High School/Middle School | New Holland | PA | 04/2016 | 05/2019 |
| Messiah University | Mechanicsburg | PA | 08/2019 | 05/2023 |
| Pathway Financial Group | Ephrata | PA | 06/2021 | 08/2021 |
| Ernst & Young Llp | Philadelphia | PA | 06/2022 | 08/2022 |
| Capital Blue Cross | Mechanicsburg | PA | 10/2022 | 12/2022 |
| Rkl Llp | Lancaster | PA | 01/2023 | 12/2023 |
| Ernst & Young Llp | Philadelphia | PA | 01/2024 | 02/2026 |
| Rkl Llp | Lancaster | PA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-09 |
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