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22A East Roseville Road, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
| PA | RA | APPROVED | 2025-07-02 |
Branch Locations
22A East Roseville Road, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2006 | 05/2018 |
| Ambassador Advisors, Llc | Lancaster | PA | 01/2007 | 05/2018 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2011 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 07/2025 |
| Odyssey Group Wealth Advisors | Lancaster | PA | 05/2018 | Present |
1. Fixed insurance sales; as of 08/10/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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