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One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-30 |
Branch Locations
300 Granite Run Drive Suite 200, Lancaster, PA 17601 • United States
One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tfo Wealth Partners | Maumee | OH | 05/2022 | 04/2025 |
| Doordash | Lancaster | PA | 05/2020 | 04/2025 |
| Us Med-Equip | Littiz | PA | 06/2019 | 05/2022 |
| Hillsdale College | Hillsdale | MI | 08/2018 | 05/2022 |
| Meadow Vista Dairy | Elizabethtown | PA | 06/2015 | 06/2018 |
| Lancaster Mennonite | Lancaster | PA | 08/2014 | 06/2018 |
| Greenspring Advisors, Llc | Lancaster | PA | 06/2025 | Present |
| Greenspring Advisors, Llc | Lancaster | PA | 06/2025 | Present |
Doordash; not investment-related; 116 New Montgomery St, San Francisco, CA 94105; food delivery; independent contractor; started 05/2020; approximately 2 hours per month, none during securities trading hours; delivery driver.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-15 |
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