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Franklin, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lancaster Bible College | Lancaser | PA | 08/2014 | 05/2017 |
| Lancaster Bible College Public Safety | Lancaster | PA | 10/2014 | 10/2017 |
| Lancaster Bible College Student Government Association | Lancaster | PA | 05/2016 | 05/2017 |
| Clarks | Lancaster | PA | 09/2017 | 05/2018 |
| Wolf And Kline Property Management | Akron | PA | 05/2018 | 05/2018 |
| Hondru Auto | Manheim | PA | 06/2018 | 09/2018 |
| G.H. Bass And Co. | Lancaster | PA | 09/2018 | 07/2019 |
| Thomas Trading Inc. | Landisville | PA | 07/2019 | 02/2022 |
| Bc Reselling Llc | Mount Joy | PA | 01/2019 | 12/2022 |
| Chiques Creek Properties Llc | Mount Joy | PA | 03/2021 | 12/2022 |
| American Portfolios Financial Services - Ambassador Advisors Llc | Lancaster | PA | 02/2022 | 12/2022 |
| Ambassador Advisors, Llc | Lancaster | PA | 02/2022 | 12/2022 |
| Ameriprise Financial Services Llc | Elizabethtown | PA | 01/2023 | 08/2025 |
| Defining Wealth Partners Llc | Franklin | TN | 08/2025 | Present |
(1) 08/2025-Present: Focused Founders Wealth Planning LLC/Service & Consulting Related/Mount Joy, PA/Owner/Set up for specific purpose of reporting income through my LLC/Involves up to 10% of time per month, including during business hours// (2) 2022-Present: Licensed Insurance Agent/Insurance Related/Mount Joy,PA/Insurance service via unaffiliated issuers/Involves up to 10% time each month, including during traditional business hours// (3) 07/2024-Present: Redeemer Home Flippers LLC/Real Estate Business/Mount Joy, PA/Owner/Set up for the purpose of buying, improving, and selling real estate assets/Involves up to 10% of time per month, including during business hours// (4) 08/2022-Present: Professionals International/Non-Profit Service & Consulting/Orlando, FL/Board of Directors/Involved in strategic initiatives and decisions regarding financial management and investment for the non-profit entity/Involves less than 10 hours per month outside of business hours//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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