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7 Rathton Rd, York, PA 17403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-27 |
| PA | RA | APPROVED | 2017-03-31 |
Branch Locations
7 Rathton Rd, York, PA 17403 • United States
5000 Ritter Road, Mechanicsburg, PA 17055 • United States
1630 Manheim Pike, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington Adams Financial Group, Inc. | York | PA | 04/2012 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2016 | 03/2017 |
| Wellington Adams Investment Advisory, Llc | York | PA | 03/2017 | Present |
| 7 Rathton Road, Llc | York | PA | 07/2014 | Present |
Wellington Adams Financial Group, Inc.; investment related; Located: 7 Rathton Road, York, PA 17403; Insurance Sales; Partner/Insurance Agent; 80 hours/mo, 40 during securities trading. 7 RATHTON ROAD, LLC; NON-INVESTMENT RELATED; YORK, PA; REAL ESTATE HOLDING COMPANY; 1 HOUR/MONTH; 0 HOURS DURING SECURITIES TRADING; 50% OWNER OF REAL ESTATE HOLDING COMPANY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
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