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57 Reitz Blvd Suite 200, Lewisburg, PA 17837 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-18 |
| PA | RA | APPROVED | 2024-05-28 |
Branch Locations
57 Reitz Blvd Suite 200, Lewisburg, PA 17837 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lewisburg | PA | 11/2011 | 12/2022 |
| Private Advisor Group, Llc | Lewisburg | PA | 08/2017 | 06/2024 |
| Vision Wealth Advisors, Llc | Lewisburg | PA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-21 |
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