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941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-04 |
Branch Locations
941 Wheatland Ave. Suite 101, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sageworth Trust Company | Lancaster | PA | 01/2015 | 05/2018 |
| Unemployed | Lebanon | PA | 05/2018 | 10/2018 |
| Sequinox | Lancaster | PA | 10/2018 | Present |
| Mulholland Wealth Advisors, Llc | Scottsdale | AZ | 12/2020 | Present |
| Sequinox Wealth Management, Llc | Lancaster | PA | 05/2025 | Present |
SEQUINOX - DBA, INVESTMENT RELATED, 941 WHEATLAND AVENUE SUITE 101, LANCASTER, PA 17603, FINANCIAL PLANNING, ADVISOR, 06/2019, 160 HOURS PER MONTH DEVOTED, 104 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS, DEVELOP FINANCIAL PLANS TO MEET CLIENTS FINANCIAL GOALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
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