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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-10 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obs Financial Services, Inc. | Whitehouse | OH | 01/2013 | 02/2020 |
| Oxford Financial Group | Carmel | IN | 09/2020 | 07/2024 |
| Finserv Operations Consulting, Llc | Plymouth | MI | 03/2020 | 08/2020 |
| Kintra Wealth, Llc | Williamsport | PA | 05/2026 | Present |
| Self | Carmel | IN | 08/2024 | 04/2026 |
| Finservices C-Suite Solutions, Llc | Carmel | IN | 06/2025 | Present |
| High Meadow Solutions | Carmel | IN | 03/2026 | Present |
1. High Meadow Solutions - Non-investment Related - Part-time employee- 2026-Present. Provides consulting services to small businesses from home office in Carmel, Indiana less than 10 hours per week outside of securities trading hours. 2. FinServices C-Suite Solutions, LLC · Non-investment Related - Self-employed 2025- Present. Provides consulting services to small businesses from home office in Carmel, Indiana less than 10 hours per week outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-13 |
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