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120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2021-12-13 |
| PA | RA | APPROVED | 2014-01-27 |
Branch Locations
120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hershey Financial Advisers | Lancaster | PA | 02/2014 | Present |
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 01/2016 | Present |
6/2006: Hershey Financial Advisers; DBA for Financial Services also Life Insurance, Disability, LTC, Fixed Annuities; 25% owner; 3-5 hrs/week, 1-2 HRS/week during trading hours; partially investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-02 |
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