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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 01/2020 |
| Northway Industries Inc. | Middleburg | PA | 06/2014 | 01/2017 |
| Northway Industries Inc. | Middleburg | PA | 05/2017 | 08/2017 |
| Edward Jones | Shamokin Dam | PA | 06/2018 | 08/2018 |
| Student | Altoona | PA | 08/2016 | 05/2017 |
| Student | State College | PA | 08/2017 | 05/2018 |
| Student | State College | PA | 08/2018 | 12/2018 |
| Clean By Nature | Bellefonte | PA | 01/2019 | 06/2019 |
| Edward Jones | Saint Louis | MO | 06/2018 | 08/2018 |
| Unemployed | Paxtonville | PA | 01/2020 | 06/2020 |
| Central Builders | Sunbury | PA | 06/2020 | 08/2020 |
| Sevenoneseven Capital Management Ltd / Ambassador Advisors Llc | Lancaster | PA | 09/2020 | 01/2022 |
| American Portfolios Financial Services | Lancaster | PA | 09/2020 | 01/2022 |
| Edward Jones | St. Louis | MO | 02/2022 | 04/2022 |
| Pfm Fund Distributors | Harrisburg | PA | 04/2022 | 05/2022 |
| American Portfolios Financial Services | Holbrook | NY | 06/2022 | 10/2024 |
| Fiathward Advisors, Llc | Lamncaster | NY | 12/2023 | 09/2024 |
| Rkl Private Wealth | Lancaster | PA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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