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1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-20 |
Branch Locations
1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Valley Forge | Phoenixville | PA | 06/2017 | 08/2018 |
| University Of Valley Forge | Phoenixville | PA | 01/2020 | 08/2020 |
| Rkl Wealth Management Llc | Lancaster | PA | 03/2021 | 01/2026 |
| Villanova University | Villanova | PA | 08/2016 | 05/2020 |
| Villanova University | Villanova | PA | 01/2020 | 04/2021 |
| Arx Private Wealth | Lancaster | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-17 |
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