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349 W Main Street Suite 108, Leola, PA 17540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
| NJ | RA | APPROVED | 2025-10-20 |
| TX | RA | APPROVED_RES | 2023-07-18 |
| NC | RA | APPROVED | 2022-04-19 |
| PA | RA | APPROVED | 2022-01-07 |
Branch Locations
349 W Main Street Suite 108, Leola, PA 17540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gross Investments | Lancaster | PA | 09/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-06 |
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