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CRD 284842
MECHANICSBURG, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DOUGLAS KIRT DENLINGER | n/a | MECHANICSBURG, PA | 9 | 22 | 1 | no |
| DAVID ISAAC LUTZ | Certified Financial Planner | MECHANICSBURG, PA | Mount Joy, PA | 9 | 19 | 1 | no |
| DEREK GLEN MOSLEY | Certified Financial Planner | MECHANICSBURG, PA | 9 | 13 | 1 | no |
| Matthew Lawrence Hess | Certified Financial Planner | MECHANICSBURG, PA | 9 | 13 | n/a | no |
| HOLLY ANN WHITMIRE | Certified Financial Planner | MECHANICSBURG, PA | 8 | 21 | 1 | no |
| Levi Mitchell Greenly | Certified Financial Planner|Chartered Financial Analyst | MECHANICSBURG, PA | 6 | 10 | n/a | no |
| BRIEN JON LASSE | Certified Financial Planner | MECHANICSBURG, PA | 6 | 22 | 3 | no |
| Noah Adam Springer | n/a | MECHANICSBURG, PA | 5 | 12 | n/a | no |
| Ryan Benjamin Althoff | Certified Financial Planner | MECHANICSBURG, PA | 4 | 16 | n/a | no |
| Brian John Wayne | Certified Financial Planner | Mount Joy, PA | MECHANICSBURG, PA | 4 | 16 | n/a | no |
| Michael Tobias Emmanuel Ginder | Certified Financial Planner | MECHANICSBURG, PA | 3 | 13 | n/a | no |
| Kristopher Sekera | n/a | MECHANICSBURG, PA | 2 | 12 | n/a | no |
| Stephen Bruce | Certified Financial Planner | MECHANICSBURG, PA | 2 | 12 | n/a | no |
| James Patrick Ortale | Certified Financial Planner | MECHANICSBURG, PA | 1 | 11 | n/a | no |
| DELAINEY GRAY | n/a | MECHANICSBURG, PA | 1 | 11 | n/a | no |
| Ezekiel S Colyer | n/a | MECHANICSBURG, PA | 0 | 10 | n/a | no |
| Hannah Rose Gawne | n/a | MECHANICSBURG, PA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DENLINGER, DOUGLAS, KIRT | MANAGING MEMBER | D | yes | 01/2014 | Sep 16, 2016 | Aug 26, 2024 |
| Hess, Matthew, Lawrence | MANAGING MEMBER | A | yes | 01/2023 | Mar 10, 2023 | Aug 26, 2024 |
| LUTZ, DAVID, ISAAC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | yes | 01/2014 | Sep 16, 2016 | Aug 26, 2024 |
| MOSLEY, DEREK, GLEN | MANAGING MEMBER | A | yes | 01/2022 | Mar 15, 2022 | Aug 26, 2024 |
| LASSE, BRIEN, JON | MANAGING MEMBER | A | no | 01/2024 | Mar 25, 2024 | Aug 26, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Carlisle | Pa | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 25, 2026 | $563M | $561M | 25 | 16 | 2 | n/a | n/a |
| 2024 | Mar 12, 2025 | $456M | $453M | 25 | 14 | 1 | n/a | n/a |
| 2023 | Mar 25, 2024 | $373M | $370M | 17 | 11 | 1 | n/a | n/a |
| 2022 | Mar 10, 2023 | $315M | $313M | 21 | 11 | 1 | n/a | n/a |
| 2021 | Mar 15, 2022 | $342M | $339M | 17 | 10 | 1 | n/a | n/a |
| 2020 | Mar 17, 2021 | $268M | $263M | 17 | 9 | 1 | n/a | n/a |
| 2019 | Mar 12, 2020 | $221M | $216M | 14 | 6 | 1 | n/a | n/a |
| 2018 | Mar 12, 2019 | $166M | $162M | 10 | 6 | 1 | n/a | n/a |
| 2017 | Mar 19, 2018 | $159M | $155M | 8 | 5 | 1 | n/a | n/a |
| 2016 | Mar 4, 2017 | $114M | $112M | 6 | 3 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $563M | $456M | 23.6% | $315M | 21.3% | 25 | 25 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP ADVISORS | 3 | Nov 22, 2016 | Nov 7, 2016 | MECHANICSBURG, PA | Team lift out | Other | 0.9% |