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147 North Shippen Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-17 |
Branch Locations
147 North Shippen Street, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transition Wealth Management Llc | Harrisburg | PA | 10/2022 | 04/2023 |
| Transitions Planning Associates Llc | Harrisburg | PA | 05/2022 | 04/2023 |
| Full Time Student | Lewisberry | PA | 10/2012 | 06/2020 |
| Army National Guard Reserve Unit | Gettysburg | PA | 07/2020 | Present |
| Psi Capital Management | Lancaster | PA | 05/2023 | Present |
Licensed Insurance agent; Investment Related; Mechanicsburg, Pennsylvania; Fixed Insurance; Started 05/2022; 0 hours per month spent during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-03 |
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