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235 St. Charles Way Suite 200, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| PA | RA | APPROVED | 2019-05-15 |
Branch Locations
235 St. Charles Way Suite 200, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Wealth Management | York | PA | 04/2016 | 05/2019 |
| Collective Family Office, Llc | York | PA | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-07 |
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