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Wellington Adams Investment Advisory, LLC CRD 286055
$67.6M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7 Rathton Rd, York, PA 17403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-17 |
Branch Locations
3110 E Market Street Suite C, York, PA 17402 • United States
7 Rathton Rd, York, PA 17403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | York | PA | 07/2014 | 01/2019 |
| Lyter Group, Inc | York | PA | 06/2016 | Present |
| Virtue Capital Management, Llc | York | PA | 01/2019 | 02/2019 |
| Wellington Adams Investment Advisory, Llc | York | PA | 04/2019 | Present |
| Lyter Financial, Llc | York | PA | 12/2013 | Present |
Lyter Group, Inc; Investment Related; York, PA; Insurance Sales; President; July, 2006; 80 Hours a Month; 40 Hours During Securities Trading; Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
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