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Mark Lee Loomis

River Wealth Advisors LLC

Camp Hill, PA

CRD 1493585

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Employer firm

River Wealth Advisors LLC CRD 173767

$1.47B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
River Wealth Advisors Llc

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-09-08
  • PA RA
    APPROVED
    Since 2016-09-08

Branch Locations

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
River Wealth Advisors Llc Harrisburg PA 06/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-08
S63 Uniform Securities Agent State Law Examination 1986-05-29
  • S65 Uniform Investment Adviser Law Examination
    2016-09-08
  • S63 Uniform Securities Agent State Law Examination
    1986-05-29

View on SEC IAPD

Nearby Firms

KELLER FINANCIAL GROUP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Nearby Investors

DWAYNE DAVID KELLER
Drew Walter Keller
Mary Kathryn Tarczynski

Nearby Offices

KELLER FINANCIAL GROUP · CAMP HILL, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Camp Hill, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Camp Hill, PA

More in Camp Hill, PA

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