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1800 Fruitville Pike, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rkl Private Wealth | Lancaster | PA | 01/2026 | Present |
| Emerald Asset Management | Leola | PA | 09/2024 | 12/2025 |
| Sei Investment Company | Oaks | PA | 06/2025 | 08/2025 |
| Emerald Asset Management | Leola | PA | 09/2024 | 05/2025 |
| Susquehanna Financial Strategies Group - Ameriprise Financial | South Williamsport | PA | 05/2024 | 08/2024 |
| Student | Millersville | PA | 08/2024 | 05/2025 |
| Susquehanna Financial Strategies Group - Ameriprise Financial | Mifflinburg | PA | 05/2023 | 08/2024 |
| Fuji Steakhouse | Lewisburg | PA | 11/2021 | 05/2023 |
| Student | Mifflinburg | PA | 02/2016 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-14 |
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