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2651 Carnegie Road, York, PA 17402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | York | PA | 01/2014 | 09/2022 |
| Primerica Financial Services | York | PA | 06/2013 | 09/2022 |
| Kinsley Construction Inc | York | PA | 11/2016 | Present |
| Terra Wealth Management, Llc | York | PA | 09/2022 | 07/2025 |
| Cape Securities, Inc. | Mcdonough | GA | 09/2022 | Present |
| Integrated Wealth Solutions, Llc | York | PA | 07/2025 | Present |
1) INSURANCE SALES; SAME ADDRESS; INVESTMENT RELATED; APPX 10% OF TIME DURING THE MONTH. 2) KINSLEY CONSTRUCTION, INC. P.O. BOX 2886 YORK PA 17405; PROJECT MANAGER; 200 HOURS PER MONTH, ALL DURING TRADING HOURS. 3) FINANCIAL INDEPENDENCE GROUP (FIG), INVESTMENT RELATED, 221 W PHILADELPHIA STREET YORK PA 17401; FIXED INSURANCE BUSINESS; INSURANCE AGENT; STARTED 1/1/2023; SPENDS 10 HOURS PER MONTH ON ACTIVITY WITH 5 DURING TRADING HOURS; PROVIDES REVIEW AND QUOTES OF LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-17 |
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