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2651 Carnegie Road, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-30 |
Branch Locations
150 Corporate Center Drive Suite 203, Camp Hill, PA 17011 • United States
2651 Carnegie Road, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Harrisburg | PA | 03/2014 | 09/2022 |
| Primerica Financial Services | Harrisburg | PA | 08/2013 | 09/2022 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | 12/2025 |
| Terra Wealth Management, Llc | Harrisburg | PA | 09/2022 | 03/2025 |
| Integrated Wealth Solutions, Llc | Harrisburg | PA | 03/2025 | Present |
1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) TH REAL ESTATE MANAGEMENT LLC, OWNER AND PRESIDENT SINCE 2006, 2 RENTAL UNITS WITH RESPONSIBILITIES OF LANDLORD DUTIES. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-28 |
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