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147 North Shippen Street, Lancaster, PA 17602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-07 |
Branch Locations
147 North Shippen Street, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perkins Restaurant & Bakery | York | PA | 05/2014 | 06/2017 |
| Capital Restaurants Inc | Washington | DC | 06/2017 | 11/2018 |
| Clyde's Of Georgetown | Washington | DC | 11/2018 | 08/2019 |
| Sorbello's Italian Restaurant | Mackay | 07/2020 | 12/2020 | |
| The Dispensary | Mackay | 12/2020 | 08/2021 | |
| Extended Travel | N/A | 09/2019 | 07/2020 | |
| Alliance Community | Walkerston | 08/2021 | 02/2022 | |
| Duke Of Edinburgh Hotel | Walkerston | 05/2022 | 09/2022 | |
| Woolworths | Walkerston | 10/2022 | 02/2023 | |
| The Coffee Club | Mackay | 02/2023 | 06/2023 | |
| Sherriff Electrical | Mackay | 07/2023 | 02/2024 | |
| Hively Landscapes | Dover | PA | 02/2024 | 06/2024 |
| Psi Capital Management | Hanover | PA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
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