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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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planning Strategies, Inc. | Mount Joy | PA | 10/2001 | Present |
| Securities Service Network, Inc | Mount Joy | PA | 01/2007 | Present |
RIA, FIXED INSURANCE SALES; EDUCATIONAL BOOK AUTHOR; VP OF BOARD OF DIRECTORS OF THE HERSHEY PARTNERSHIP - A NON PROFIT ENTITY - PRESIDENT OF BOD - 1% OF TIME MFS GROUP, LLC. - 1/3 OWNER OF AN LLC THAT PURCHASED AN OFFICE BUILDING - 1% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-08 |
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