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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Camp Hill | PA | 02/2018 | 09/2020 |
| Wealth Development Council, Llc | Camp Hill | PA | 05/2012 | Present |
| New Cumberland Public Library | New Cumberland | PA | 05/2012 | 01/2019 |
| Harrisburg Area Community College | Harrisburg | PA | 09/2012 | 05/2017 |
| Wdc Advisors, Llc | Camp Hill | PA | 07/2020 | Present |
| Turning Point Financial | Camp Hill | PA | 07/2023 | Present |
(1) Wealth Development Council, LLC; 10/2013- Present; Research Assistant and Agent; The firm provides financial planning, managing investment portfolios and writing insurance services; Investment related; devotes approximately 180-190 hours per month to this business; all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
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