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314 S. Main St., Suite A, Conyngham, PA 18219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-04 |
Branch Locations
314 S. Main St., Suite A, Conyngham, PA 18219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lock Haven University | Lock Haven | PA | 08/2014 | 12/2019 |
| Evergreen Wealth Solutions | Williamsport | PA | 02/2023 | 11/2025 |
| Geisinger Medical Center | Danville | PA | 01/2020 | 08/2024 |
| T.R. Hoffman | Spring Grove | PA | 06/2016 | 08/2019 |
| Upmc | Williamsport | PA | 12/2019 | 12/2020 |
| Wagner Wealth Management | Conyngham | PA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-03 |
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