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147 North Shippen Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2002-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Strategies, Inc. | Mount Joy | PA | 09/2001 | Present |
REGISTERED INVESTMENT ADVISOR; FIXED INSURANCE SALES; EDUCATIONAL BOOK AUTHOR; BOARD MEMBER OF ST.JOSEPH HEALTH MINISTRIES; FORMING LLC TO CONDUCT MARKETING/SALES OF PATENT RIGHTS - LESS THAN 5% OF TIME; MFS GROUP, LLC - LLC FORMED TO PURCHASE NEW OFFICE BUILDING - 1% OF TIME; YMCA OF LANCASTER - MEMBER OF BOARD OF TRUSTEES -
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-03 |
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