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201 Granite Run Drive Suite 290, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-13 |
| PA | RA | APPROVED | 2008-09-19 |
Branch Locations
201 Granite Run Drive Suite 290, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atwater Malick, Llc | Lancaster | PA | 08/2008 | Present |
Main St. EP Restaurant, LLC, d/b/a Josie's Pub and Main St. EP Associates, LLC (real estate). Non-investment related restaurant/pub/real estate. 6049 Main Street, East Petersburg, PA 17520. Partner and Member/Owner. Start Date = April 2024. Less than five hours per month and no hours during trading hours. Duties as outside investor: oversight, review financials, offer support and advice to operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-16 |
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