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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-28 |
Branch Locations
205 Granite Run Drive Suite 230, Lancaster, PA 17601 • United States
722 Penn Ave., West Reading, PA 19611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salad Works | Wyomissing | PA | 09/2017 | 08/2018 |
| Doubletree By Hilton | Reading | PA | 07/2016 | 08/2017 |
| Axa Advisors, Llc | New York | NY | 06/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 06/2018 | Present |
1)ADMINISTRATOR OR EXECUTOR OF AN ESTATE OR TRUSTEE OF A TRUST FOR A NON-FAMILY OR FAMILY MEMBER (REVISED 10/10/2015), EXECUTOR/SOLE BENEFICIARY OF THE WILL OF STEP-FATHER; EXECUTOR OF LATE GRANDFATHER'S WILL; 2) USING JONATHAN.GUMPPER@ROCKLANDWEALTH.COM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-18 |
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