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22A East Roseville Road, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-18 |
Branch Locations
22A East Roseville Road, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Lancaster | PA | 12/2013 | 09/2017 |
| Pruco Securities Llc | Lancaster | PA | 12/2013 | 09/2017 |
| Rkl Wealth Management Llc | Lancaster | PA | 09/2017 | 06/2018 |
| Rkl Wealth Management Llc | Lancaster | PA | 06/2018 | 11/2022 |
| Spring Ridge Financial Group | Wyomissing | PA | 11/2022 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2022 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 07/2025 |
| Spring Ridge Financial Group | Wyomissing | PA | 09/2024 | 05/2025 |
| Odyssey Group Wealth Advisors | Lancaster | PA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-10 |
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