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2025 Lititz Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodgers & Associates | Lancaster | PA | 12/1996 | Present |
RODGERS & ASSOCIATES - MINORITY OWNER & MANAGER/2025 LITITZ PIKE, LANCASTER, PA 17601/RIA/BOARD OF DIRECTOR/BOOKS & RECORS ALL ACOUNTING PROCEDURES, STAFF SUPERVISION/ PROVIDES SUPPORT FUNCTIONS 50% OF TIME SPENT; PLAN SMART, LLC - BOOK SALES, SPEAKING; SAPIENT, LLC RENTAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-21 |
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