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7 Rathton Rd, York, PA 17403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Malvern | PA | 10/2016 | 08/2022 |
| Thrivent Investment Management Inc | Minnneapolis | MN | 08/2022 | 09/2025 |
| Mml Investors Services, Llc | New Castle | DE | 10/2025 | 01/2026 |
| Massmutual Life Insurance Co | New Castle | DE | 08/2025 | 01/2026 |
| Wellington Adams Investment Advisory, Llc | York | PA | 02/2026 | Present |
| Mml Investors Services, Llc | New Castle | DE | 09/2025 | 01/2026 |
| Vanguard Advisers, Inc. | Malvern | PA | 09/2019 | 08/2022 |
| Wellington Adams Financial Group, Inc. | York | PA | 01/2026 | Present |
| Elevate Networking, Llc | Denver | PA | 12/2025 | Present |
(1) Wellington Adams Financial Group, Inc.; Yes; York, PA; Insurance Services; Insurance Agent; 01/2026; 60/ HRS MO; 60/ HRS MO (2) Elevate Networking, LLC; No; Denver, PA; Real Estate Referrals; Co-Owner; 12/2025; 5/ HRS MO; 5/ HRS MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-04 |
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