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Inactive

Debra Hellyer Sherman

Mariner

Mechanicsburg, PA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-02-15
MD RA APPROVED 2023-02-13
PA RA APPROVED 2021-04-06
  • VA RA
    APPROVED
    Since 2023-02-15
  • MD RA
    APPROVED
    Since 2023-02-13
  • PA RA
    APPROVED
    Since 2021-04-06

Branch Locations

5000 Ritter Road Suite 202, Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pbwm Holdings, Llc Wormleysburg PA 03/2016 09/2017
Domani Wealth, Llc (Formerly Pbwm Holdings) Mechanicsburg PA 09/2017 05/2021
Mariner Wealth Advisors Mechanicsburg PA 04/2021 Present
  • 03/2016 → 09/2017
    Pbwm Holdings, Llc
    Wormleysburg, PA
  • 09/2017 → 05/2021
    Domani Wealth, Llc (Formerly Pbwm Holdings)
    Mechanicsburg, PA
  • 04/2021 → Present
    Mariner Wealth Advisors
    Mechanicsburg, PA
Previous Registrations
  • 2016-03-23 → 2021-05-03
    Domani Wealth, Llc
    Wormleysburg, PA
    Lancaster, PA
    Mechanicsburg, PA
  • 2014-01-20 → 2016-04-08
    Sfc Wealth Advisors, Inc.
    State College, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-20
S63 Uniform Securities Agent State Law Examination 1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    2014-01-20
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24
Other Names
  • Debra Kahler Hellyer

View on SEC IAPD

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Benjamin James Glatfelter
DONALD FORD WEAVER
Ella G Still
Steven Bentley Thompson

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Mechanicsburg, PA
AVANTRA FAMILY WEALTH, INC. · MECHANICSBURG, PA
WIENKEN ADVISORS, LTD. · MECHANICSBURG, PA
THE APPALACHIAN FINANCIAL GROUP · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · MECHANICSBURG, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
MML INVESTORS SERVICES, LLC · Mechanicsburg, PA
COMMONWEALTH FINANCIAL NETWORK · Mechanicsburg, PA

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