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1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-20 |
Branch Locations
1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2013 | 11/2019 |
| Rkl Wealth Management | Lancaster | PA | 12/2019 | 01/2026 |
| Arx Private Wealth | Lancaster | PA | 01/2026 | Present |
Investment Committee member of the Lancaster County Community Foundation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-17 |
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