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1027 Mumma Road, Lemoyne, PA 17043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-30 |
| PA | RA | APPROVED | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Harrisburg | PA | 12/2013 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Lpl Financial, Llc | Camp Hill | PA | 06/2019 | 06/2021 |
| Kestra Investment Services, Llc | Camp Hill | PA | 06/2021 | 04/2026 |
| Kestra Advisory Services, Llc | Camp Hill | PA | 06/2021 | 04/2026 |
| Ni Acquisitions Company, Llc, Doing Business As Boden Wealth | Leymone | PA | 04/2026 | Present |
NAME: CHOICES HEALTHCARE BOARD OF DIRECTORS POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 1320 Linglestown Rd, Harrisburg PA 17110, United States DESCRIPTION: Volunteers from Hospice & Community Care and Hospice of Central PA serve on the Board and help to provide guidance and expertise to ensure we continue to deliver quality patient care. There are 1.5hr bi-monthly meetings to discuss the activities of the organization. From my understanding the Board of Directors helps provide oversight and guidance. NAME: CHOICES HEALTHCARE INVESTMENT COMMITTEE POSITION: Committee Member NATURE: Vice Chair INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2024 ADDRESS: 1320 Linglestown Rd, Harrisburg PA 17110, United States DESCRIPTION: In my new as Vice-Chair, I will assume responsibility for conducting quarterly meetings if the Chair is unable to attend. As a committee member, I will be serving to help oversee investment policies, advisor selection, strategy and fund performance to ensure the best possible outcome. The time required will be attending quarterly zoom calls.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
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