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3545 Marietta Ave Suite P, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-27 |
Branch Locations
3545 Marietta Ave Suite P, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parentebeard Wealth Management Llc | Lancaster | PA | 12/2015 | 12/2016 |
| Rkl Wealth Management Llc | Lancaster | PA | 12/2016 | 09/2019 |
| Carriage Hill Investment Associates Llc | Lancaster | PA | 06/2019 | Present |
2) Lancaster County Community Foundation; Investment-related; 24 W. King St., Lancaster, PA 17603; Member of the Board, Investment Committee, and chairs; 03/2022; 2hrs/1hrs; Provide input on defining and achieving organizational goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-09 |
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