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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-04 |
Branch Locations
704 Lisburn Road Suite 101, Camp Hil, PA 17011 • United States
153 W Patrick Street, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc. | Lemoyne | PA | 01/1995 | 07/2018 |
| Harvest Investment Services, Llc | Camp Hill | PA | 08/2015 | 09/2020 |
| Investment Advisors | Camp Hill | PA | 01/2006 | 12/2016 |
| Wealth Development Council, Llc | Camp Hill | PA | 11/2004 | Present |
| Wdc Advisors, Llc | Camp Hill | PA | 07/2020 | Present |
| Turning Point Financial | Camp Hill | PA | 08/2023 | Present |
1) MUSICAN POSITION: MUSICIAN NATURE: ENTERTAINMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 30 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/1974 ADDRESS: 405 LIMEKILN ROAD, NEW CUMBERLAND PA 17070 DESCRIPTION: RECORD, PERFORM, TEACH & SELL BLUEGRASS MUSIC 2) Board Member; Home Mission Council; Location: 900 South Arlington Avenue, Suite 120B Harrisburg Pa 17109 U.S.A.; Description of the business: Home Mission Council assists The Eastern Regional Conference in its missionary and evangelistic work by making funds available through loans to units of the Church for the acquisition, construction and improvement of churches and church-related facilities. Individuals and churches in Pennsylvania can invest in HMC Certificates of Investment, with terms ranging from one to five years with interest rates dependent on the term. Responsibilities Duties: Attend and participate in HMC board meetings. Review HMC financial statements in preparation for board meetings.; Start date with business: 2022-04-19; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0; 3) Board Member; Cumberland County Affordable Housing Trust Fund Board; Investment related: No; One Courthouse Square, Suite 200 Carlisle PA 17013 U.S.A.; Cumberland County Ordinance 1996-1 established the County Affordable Housing Fund. The Affordable Housing Fund raises revenues to enable county residents to purchase or rent quality residential housing.; Duties: (1) Attend board meetings, (2) Review matters of fund allocation and advertisement, (3) Vote and make recommendations to County Commissioners; 2022-07-25; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-30 |
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