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600J Eden Road Suite 4, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| PA | RA | APPROVED | 2023-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2013 | 06/2019 |
| Rowley & Associates, Inc. | Lancaster | PA | 03/2013 | 01/2020 |
| Markle Financial Llc | Lancaster | PA | 07/2019 | 09/2023 |
| Rowley Financial | Lancaster | PA | 05/2023 | Present |
| Rowley & Associates, Inc. | Lancaster | PA | 01/2020 | Present |
1) licensed insurance agent since 2013. Life/ Disability Insurance. 600J Eden Rd. Ste. 4, Lancaster, PA 17601. 15 hours a month are spent on this activity outside of trading hours. 2) owner of real estate rentals and income properties since 2012. 391 Blossom Hill Dr. Lancaster, PA 17601. 0 hours a month are spent on this activity during trading hours. 0 hours a month are spent on this activity outside of trading hours. 3) Rowley & Associates, Inc.; position: Vice President since 01/2020; 600J Eden Rd. Ste. 4, Lancaster, PA 17601; 15 hours a month are spent on this activity outside of trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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