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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FAITHWARD ADVISORS, LLC

CRD 116978

LANCASTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ccecc6d-e2d5-d3a9-6553-393ce0ba88f7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 59
Dated events: 24
On other graphs: 0
Observed: Nov 22, 2011 to Mar 27, 2026
47 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=13.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $814M
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $58.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 47
Advisory employees: 16
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 6,477
Individual clients: 2,732
High net worth clients: 304
SEC number: 801-61471
CIK: 169507
CRD: 116978
Filings on the tape: 47
First filed: Nov 22, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, PA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL RUSSELL BAILEY	n/a	LANCASTER, PA	19	38	1	yes
ADRIAN EVAN YOUNG	n/a	LANCASTER, PA	19	23	3	yes
BERNARD IRVING BOSTWICK	n/a	LANCASTER, PA	19	25	2	yes
SCOTT ROBERT MONGER	n/a	LANCASTER, PA	14	38	2	yes
ANGELA KAY SHEA	n/a	LANCASTER, PA	13	20	1	yes
DIRK ALAN OLDS	n/a	Vestal, NY \| LANCASTER, PA	12	33	n/a	yes
Merri Lynn Benjamin	n/a	LANCASTER, PA \| Vestal, NY	5	15	n/a	yes
MARY BETH FANELLI	n/a	POINT HARBOR, NC \| Lambertville, NJ	3	19	3	yes
Lee Rocco Paglia	n/a	LANCASTER, PA	2	26	n/a	yes
MICHAEL PARANICH	n/a	LANCASTER, PA	2	10	1	yes
Kyle Brandon Beissel	Certified Financial Planner	LANCASTER, PA	2	13	2	no
WALTER BRIAN GIRNIS	n/a	Vestal, NY	2	30	3	yes
Henry Hahn	n/a	LANCASTER, PA	1	13	n/a	yes
KATHERINE Ann NEAVILL	n/a	Harbinger, NC	1	20	n/a	yes
John Paul Elias Landis	n/a	LANCASTER, PA	0	11	1	no
Bryan Mahon	n/a	LANCASTER, PA	0	22	n/a	yes
Jaidan Luke Piper	Certified Financial Planner	LANCASTER, PA	0	10	n/a	no
JEFFREY PRESS	n/a	LANCASTER, PA \| Portland, OR	0	33	2	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOSTWICK, BERNARD, IRVING	MANAGING MEMBER/PRESIDENT	C	yes	05/2010	Mar 27, 2026	Mar 27, 2026
Nayden, Robert, Turner	Coo	Na	yes	03/2019	Mar 27, 2026	Mar 27, 2026
OLDS, DIRK, ALAN	DIRECTOR OF ADVISOR SERVICES	Na	yes	01/2025	Mar 27, 2026	Mar 27, 2026
YOUNG, ADRIAN, EVAN	MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER	D	yes	05/2010	Mar 27, 2026	Mar 27, 2026
Nayden, Robert, Turner	President	F	yes	01/2022	Mar 5, 2020	Jul 31, 2024
THE FAITHFUL JOURNEY	Member	A	no	01/2022	Mar 27, 2026	Mar 27, 2026
THE FAITHFUL JOURNEY FOUNDATION	Member	A	no	01/2022	Mar 31, 2023	Jul 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADRIAN E. YOUNG	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Vestal	NY	United States	4	yes
FORT MYERS	FL	United States	1	yes
Naples	FL	United States	1	yes
Tampa	FL	United States	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.1B	$814M	47	16	6	n/a	n/a
2024	Apr 1, 2025	$906M	$906M	57	14	6	n/a	n/a
2023	Mar 27, 2024	$741M	$741M	35	13	6	n/a	n/a
2022	Mar 31, 2023	$649M	$649M	37	13	7	n/a	n/a
2021	Mar 30, 2022	$733M	$733M	54	21	6	n/a	n/a
2020	Mar 30, 2021	$631M	$631M	21	21	6	n/a	n/a
2019	Mar 30, 2020	$540M	$540M	22	22	8	n/a	n/a
2018	Feb 27, 2019	$502M	$502M	18	18	6	n/a	n/a
2017	Mar 12, 2018	$490M	$490M	19	19	6	n/a	n/a
2016	Mar 24, 2017	$416M	$416M	20	20	n/a	n/a	n/a
2015	Mar 10, 2016	$385M	$385M	24	17	n/a	n/a	n/a
2014	Feb 13, 2015	$353M	$353M	22	16	n/a	n/a	n/a
2013	Mar 12, 2014	$271M	$271M	20	15	n/a	n/a	n/a
2012	Feb 11, 2013	$206M	$206M	20	15	n/a	n/a	n/a
2011	Jan 30, 2012	$173M	$173M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	2	1	11.1%	0	1	0	8	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$906M	16.2%	$649M	17.5%	47	57	6	6

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERICAN PORTFOLIOS ADVISORS, INC	2	Jun 18, 2024	Oct 31, 2013	CHESAPEAKE CITY, MD	Team lift out	RIA to ibd	12.5%
SILVER OAK SECURITIES, INC.	2	Feb 7, 2024	Mar 31, 2023	LANCASTER, PA	Team lift out	RIA to ibd	12.5%
SILVER OAK SECURITIES, INC.	3	Mar 9, 2023	Mar 22, 2023	LANCASTER, PA	Team lift out	RIA to ibd	18.8%
WEALTHCARE ADVISORY PARTNERS LLC	2	Nov 16, 2022	Nov 15, 2022	LANCASTER, PA	Team lift out	RIA to RIA	10.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERICAN PORTFOLIOS ADVISORS, INC	2	Oct 11, 2024	Aug 1, 2023	HOLBROOK, NY	Team lift out	Ibd to RIA	0.4%

Relationships

Registered with (47)

← JEFFREY PRESSAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← Jaidan Luke PiperAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← Bryan MahonAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← John Paul Elias LandisAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← KATHERINE Ann NEAVILLAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Henry HahnAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← WALTER BRIAN GIRNISAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← Kyle Brandon BeisselAdvisorregistration: current employment
Apr 23, 2024 to presentfactForm ADV
← MICHAEL PARANICHAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← Lee Rocco PagliaAdvisorregistration: current employment
Nov 21, 2023 to presentfactForm ADV
← MARY BETH FANELLIAdvisorregistration: current employment
Aug 1, 2023 to presentfactForm ADV
← Merri Lynn BenjaminAdvisorregistration: current employment
Sep 7, 2021 to presentfactForm ADV
← DIRK ALAN OLDSAdvisorregistration: current employment
Jan 27, 2014 to presentfactForm ADV
← ANGELA KAY SHEAAdvisorregistration: current employment
Sep 26, 2012 to presentfactForm ADV
← SCOTT ROBERT MONGERAdvisorregistration: previous registration
Nov 2, 2011 to Nov 7, 2011factForm ADV
← BERNARD IRVING BOSTWICKAdvisorregistration: current employment
Jan 10, 2007 to presentfactForm ADV
← DANIEL RUSSELL BAILEYAdvisorregistration: current employment
Jan 4, 2007 to presentfactForm ADV
← ADRIAN EVAN YOUNGAdvisorregistration: current employment
Jan 4, 2007 to presentfactForm ADV
← Matthew William DiersAdvisorregistration: previous registration
Aug 22, 2022 to Feb 5, 2026factForm ADV
← Reed Jason BrunerAdvisorregistration: previous registration
Sep 21, 2023 to Oct 7, 2024factForm ADV
← KIMBERLY CULLEN BLACKAdvisorregistration: previous registration
May 18, 2023 to Jul 15, 2024factForm ADV
← REBECCA ASHBRIDGE STECHERAdvisorregistration: previous registration
Aug 26, 2013 to Jun 20, 2024factForm ADV
← MICHAEL JOSEPH STECHERAdvisorregistration: previous registration
Aug 27, 2013 to Jun 18, 2024factForm ADV
← RYAN MATTHEW MIDDLETONAdvisorregistration: previous registration
Jan 4, 2007 to Feb 7, 2024factForm ADV
← ERIC CHARLES BEITTELAdvisorregistration: previous registration
Aug 26, 2013 to Feb 7, 2024factForm ADV
← WILLIAM J CUTHBERTSON IIAdvisorregistration: previous registration
Dec 12, 2023 to Dec 15, 2023factForm ADV
← George Herbert ZookAdvisorregistration: previous registration
Nov 6, 2013 to May 10, 2023factForm ADV
← DAVID A OVERAdvisorregistration: previous registration
Feb 20, 2015 to Mar 9, 2023factForm ADV
← Joseph L LeonAdvisorregistration: previous registration
Mar 16, 2020 to Mar 9, 2023factForm ADV
← Bryce M WandellAdvisorregistration: previous registration
Aug 9, 2022 to Mar 9, 2023factForm ADV
and 17 more

Controls (3)

← BOSTWICK, BERNARD, IRVINGOwnerMANAGING MEMBER/PRESIDENT, ownership code C, individual
Nov 22, 2011 to Jul 31, 2024factForm ADV
← YOUNG, ADRIAN, EVANOwnerMANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 22, 2011 to Jul 31, 2024factForm ADV
← Nayden, Robert, TurnerOwnerPRESIDENT, ownership code F, individual
Mar 5, 2020 to Jul 31, 2024factForm ADV

Owns (1)

← THE FAITHFUL JOURNEY FOUNDATIONOwnerMEMBER, ownership code A, domestic entity
Mar 31, 2023 to Jul 31, 2024factForm ADV

Moved with (4)

← AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviser2 advisors, team lift out, same day
Oct 11, 2024 to Aug 1, 2023factForm ADV
→ SILVER OAK SECURITIES, INC.Registered adviser2 advisors, team lift out, same day
Feb 7, 2024 to Mar 31, 2023factForm ADV
→ WEALTHCARE ADVISORY PARTNERS LLCRegistered adviser2 advisors, team lift out, same day
Nov 16, 2022 to Nov 15, 2022factForm ADV
→ AMERICAN PORTFOLIOS ADVISORS, INCRegistered adviser2 advisors, team lift out
Jun 18, 2024 to Oct 31, 2013factForm ADV

Dated events

Occurred
Sep 3, 2026
Advisor changed firm
Paul David Brown left Faithward Advisors, LLC for LPL Financial LLC (registered 2026-09-17)
Form ADVobserved today
Occurred
Feb 5, 2026
Advisor changed firm
Matthew William Diers left Faithward Advisors, Llc for Lpl Financial Llc (registered 2025-10-09)
Form ADVobserved 4 days ago
Occurred
Oct 11, 2024
Team lift-out
2 advisors left American Portfolios Advisors, Inc (Holbrook, NY) for Faithward Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Oct 7, 2024
Advisor changed firm
Reed Jason Bruner left Faithward Advisors, Llc for Rkl Private Wealth (registered 2024-11-06)
Form ADVobserved 4 days ago
Occurred
Jul 15, 2024
Advisor changed firm
Kimberly Cullen Black left Faithward Advisors, Llc for Greythorne Advisors Llc (registered 2025-01-13)
Form ADVobserved 4 days ago
Occurred
Jun 20, 2024
Advisor changed firm
Rebecca Ashbridge Stecher left Faithward Advisors, Llc for American Portfolios Advisors, Inc (registered 2013-10-31)
Form ADVobserved 4 days ago
Occurred
Jun 18, 2024
Team lift-out
2 advisors left Faithward Advisors, LLC (Chesapeake City, MD) for American Portfolios Advisors, Inc within 2 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 18, 2024
Advisor changed firm
Michael Joseph Stecher left Faithward Advisors, Llc for American Portfolios Advisors, Inc (registered 2013-10-09)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2024
Team lift-out
2 advisors left Faithward Advisors, LLC (Lancaster, PA) for Silver Oak Securities, Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Feb 7, 2024
Advisor changed firm
Eric Charles Beittel left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Ryan Matthew Middleton left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Dec 15, 2023
Advisor changed firm
William J Cuthbertson Ii left Faithward Advisors, Llc for Main Street Financial Solutions, Llc (registered 2023-12-18)
Form ADVobserved 4 days ago
Occurred
May 10, 2023
Advisor changed firm
George Herbert Zook left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-05-04)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Team lift-out
3 advisors left Faithward Advisors, LLC (Lancaster, PA) for Silver Oak Securities, Inc. on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 9, 2023
Advisor changed firm
David A Over left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-02-27)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Bryce M Wandell left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-22)
Form ADVobserved 4 days ago
Occurred
Mar 9, 2023
Advisor changed firm
Joseph L Leon left Faithward Advisors, Llc for Silver Oak Securities, Inc. (registered 2023-03-07)
Form ADVobserved 4 days ago
Occurred
Jan 2, 2023
Advisor changed firm
Caleb Matthew Bogia-Curles left Faithward Advisors, Llc for Ameriprise Financial Services, Llc (registered 2023-01-11)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2022
Advisor changed firm
Bradley Wilcox left Faithward Advisors, Llc for Osaic Wealth, Inc. (registered 2023-01-06)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2022
Team lift-out
2 advisors left Faithward Advisors, LLC (Lancaster, PA) for Wealthcare Advisory Partners LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Nov 16, 2022
Advisor changed firm
Jonathan Lapp left Faithward Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2022-11-15)
Form ADVobserved 4 days ago
Occurred
Nov 16, 2022
Advisor changed firm
Lawrence Matthew Knolle left Faithward Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2022-11-15)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2020
Control person joined
Turner Robert Nayden (Director Of Operations) appeared on Schedule A of Faithward Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Jan 13, 2020
Control person left
Ernest Robert Kauffman (Managing Member/President) no longer on Schedule A of Faithward Advisors, Llc (listed 2019-11-08, absent 2020-01-13)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ccecc6d-e2d5-d3a9-6553-393ce0ba88f7
First observed: Nov 22, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAITHWARD ADVISORS, LLC

CRD 116978

LANCASTER, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7ccecc6d-e2d5-d3a9-6553-393ce0ba88f7

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL RUSSELL BAILEY

n/a

LANCASTER, PA

yes

ADRIAN EVAN YOUNG

n/a

LANCASTER, PA

yes

BERNARD IRVING BOSTWICK

n/a

LANCASTER, PA

yes

SCOTT ROBERT MONGER

n/a

LANCASTER, PA

yes

ANGELA KAY SHEA

n/a

LANCASTER, PA

yes

DIRK ALAN OLDS

n/a

Vestal, NY | LANCASTER, PA

n/a

yes

Merri Lynn Benjamin

n/a

LANCASTER, PA | Vestal, NY

n/a

yes

MARY BETH FANELLI

n/a

POINT HARBOR, NC | Lambertville, NJ

yes

Lee Rocco Paglia

n/a

LANCASTER, PA

n/a

yes

MICHAEL PARANICH

n/a

LANCASTER, PA

yes

Kyle Brandon Beissel

Certified Financial Planner

LANCASTER, PA

WALTER BRIAN GIRNIS

n/a

Vestal, NY

yes

Henry Hahn

n/a

LANCASTER, PA

n/a

yes

KATHERINE Ann NEAVILL

n/a

Harbinger, NC

n/a

yes

John Paul Elias Landis

n/a

LANCASTER, PA

Bryan Mahon

n/a

LANCASTER, PA

n/a

yes

Jaidan Luke Piper

Certified Financial Planner

LANCASTER, PA

n/a

JEFFREY PRESS

n/a

LANCASTER, PA | Portland, OR

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOSTWICK, BERNARD, IRVING

MANAGING MEMBER/PRESIDENT

yes

05/2010

Mar 27, 2026

Nayden, Robert, Turner

Coo

yes

03/2019

Mar 27, 2026

OLDS, DIRK, ALAN

DIRECTOR OF ADVISOR SERVICES

yes

01/2025

Mar 27, 2026

YOUNG, ADRIAN, EVAN

MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER

yes

05/2010

Mar 27, 2026

Nayden, Robert, Turner

President

yes

01/2022

Mar 5, 2020

Jul 31, 2024

THE FAITHFUL JOURNEY

Member

01/2022

Mar 27, 2026

THE FAITHFUL JOURNEY FOUNDATION

Member

01/2022

Mar 31, 2023

Jul 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADRIAN E. YOUNG

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Vestal

United States

yes

FORT MYERS

United States

yes

Naples

United States

yes

Tampa

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.1B

$814M

n/a

2024

Apr 1, 2025

$906M

n/a

2023

Mar 27, 2024

$741M

n/a

2022

Mar 31, 2023

$649M

n/a

2021

Mar 30, 2022

$733M

n/a

2020

Mar 30, 2021

$631M

n/a

2019

Mar 30, 2020

$540M

n/a

2018

Feb 27, 2019

$502M

n/a

2017

Mar 12, 2018

$490M

n/a

2016

Mar 24, 2017

$416M

n/a

2015

Mar 10, 2016

$385M

n/a

2014

Feb 13, 2015

$353M

n/a

2013

Mar 12, 2014

$271M

n/a

2012

Feb 11, 2013

$206M

n/a

2011

Jan 30, 2012

$173M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$906M

16.2%

$649M

17.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN PORTFOLIOS ADVISORS, INC

Jun 18, 2024

Oct 31, 2013

CHESAPEAKE CITY, MD

Team lift out

RIA to ibd

12.5%

SILVER OAK SECURITIES, INC.

Feb 7, 2024

Mar 31, 2023

LANCASTER, PA

Team lift out

RIA to ibd

12.5%

SILVER OAK SECURITIES, INC.

Mar 9, 2023

Mar 22, 2023

LANCASTER, PA

Team lift out

RIA to ibd

18.8%

WEALTHCARE ADVISORY PARTNERS LLC

Nov 16, 2022

Nov 15, 2022

LANCASTER, PA

Team lift out

RIA to RIA

10.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN PORTFOLIOS ADVISORS, INC

Oct 11, 2024

Aug 1, 2023

HOLBROOK, NY

Team lift out

Ibd to RIA

0.4%