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630 Delp Road Suite 100, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-07-18 |
Branch Locations
630 Delp Road Suite 100, Lancaster, PA 17601 • United States
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-07-10 |
Branch Locations
630 Delp Road Suite #100, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Lancaster | PA | 12/2013 | Present |
| Personal Wealth Advisory Llc | Lancaster | PA | 12/2013 | Present |
1) DBA/RIA:WILL WORK UNDER PERSONAL WEALTH ADVISORY LLC LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) SUB-DBA TEACHERSRETIRE. 4) PWA PARTNERS LLC-MEMBER. 5) LANCASTER BUILDING INDUSTRY ASSOC-BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2012-02-23 |
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