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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-22 |
| PA | RA | APPROVED | 2025-01-16 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orrstown Bank Dba Orrstown Financial Advisors | Harrisburg | PA | 02/2020 | 01/2025 |
| Hornberger Golf Investments, Llc | Lancaster | PA | 05/2017 | 02/2020 |
| The Palencia Club | St. Augustine | FL | 02/2019 | 09/2019 |
| Campbell University | Buies Creek | NC | 08/2013 | 05/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2021 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Lancaster | PA | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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