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RIA / WealthAdvisor17 years in industry

JEREMY FRANKLIN STAHL

Advisor at STAHL WEALTH MANAGEMENT, LLC

LANCASTER, PA

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Search this name across graphsid dfx:ria:c559b424-332d-4ed3-2b70-029346c8f49e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 8, 2009 to Sep 14, 2026

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

Current firm: STAHL WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 4, 2013
First registration: Jul 8, 2009
Dual registered: no
IAPD individual key: 5666707

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STAHL WEALTH MANAGEMENT, LLC	State registered	Mar 12, 2021	n/a	yes	LANCASTER, PA	Current employment
FMA ADVISORY INC	Former SEC adviser	Jun 28, 2019	Mar 16, 2021	no	HARRISBURG, PA	Previous registration
WHEATLAND ADVISORS INC	Former SEC adviser	May 22, 2017	Jul 12, 2019	no	LANCASTER, PA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Sep 8, 2015	May 15, 2017	no	CHARLOTTE, NC\|HARRISBURG, PA\|LEBANON, PA	Previous registration
VALLEY FORGE ASSET MANAGEMENT, LLC	Former SEC adviser	Dec 4, 2013	Aug 3, 2015	no	KING OF PRUSSIA, PA\|LEBANON, PA	Previous registration
M&T SECURITIES, INC.	n/a	Jul 8, 2009	Feb 18, 2011	no	LANCASTER, PA\|BALTIMORE, MD\|LANCASTER, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FMA ADVISORY INC	STAHL WEALTH MANAGEMENT, LLC	Mar 16, 2021	Mar 12, 2021	-4	Firm change	RIA to state RIA
WHEATLAND ADVISORS INC	FMA ADVISORY INC	Jul 12, 2019	Jun 28, 2019	-14	Firm change	RIA to RIA
BB&T INVESTMENT SERVICES, INC.	WHEATLAND ADVISORS INC	May 15, 2017	May 22, 2017	7	Firm change	Other
VALLEY FORGE ASSET MANAGEMENT, LLC	BB&T INVESTMENT SERVICES, INC.	Aug 3, 2015	Sep 8, 2015	36	Channel change	Other
M&T SECURITIES, INC.	VALLEY FORGE ASSET MANAGEMENT, LLC	Feb 18, 2011	Dec 4, 2013	1,020	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7438:33856:PA:2015-08-03	Aug 3, 2015	Sep 8, 2015	LEBANON, PA	Firm change

Relationships

Registered with (6)

→ STAHL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 12, 2021 to presentfactForm ADV
→ FMA ADVISORY INCRegistered adviserregistration: previous registration
Jun 28, 2019 to Mar 16, 2021factForm ADV
→ WHEATLAND ADVISORS INCRegistered adviserregistration: previous registration
May 22, 2017 to Jul 12, 2019factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 8, 2015 to May 15, 2017factForm ADV
→ VALLEY FORGE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 4, 2013 to Aug 3, 2015factForm ADV
→ M&T SECURITIES, INC.Registered adviserregistration: previous registration
Jul 8, 2009 to Feb 18, 2011factForm ADV

Dated events

No dated event names this entity yet.