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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOSEPH DANIEL WIRBICK

Advisor at SEQUINOX WEALTH MANAGEMENT, LLC

LANCASTER, PA

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Search this name across graphsid dfx:ria:fb3df8c1-8518-414a-6e7f-e511f953e3fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 10, 2006 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: SEQUINOX WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 14, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 14, 2001
First registration: May 10, 2006
Dual registered: no
IAPD individual key: 3121471

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
SEQUINOX WEALTH MANAGEMENT, LLC	Independent wealth	Jun 4, 2025	n/a	yes	LANCASTER, PA	Current employment
MULHOLLAND WEALTH ADVISORS, LLC	Asset manager	Dec 17, 2020	Jul 17, 2026	no	Lancaster, PA\|Johnstown, PA	Previous registration
SEQUINOX WEALTH ADVISORS, LLC.	n/a	Feb 4, 2019	Sep 5, 2019	no	LANCASTER, PA	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Jan 20, 2012	Dec 31, 2020	no	LANCASTER, PA\|TAMPA, FL\|Lancaster, PA	Previous registration
PELION INVESTMENT ADVISORS, INC.	Former SEC adviser	Jul 19, 2010	Jan 23, 2012	no	TAMPA, FL	Previous registration
WORKMAN SECURITIES CORPORATION	n/a	Nov 29, 2007	Jul 1, 2010	no	HARRISBURG, PA\|LANCASTER, PA\|EDEN PRAIRIE, MN	Previous registration
BOYD SENIOR PLANNING, LTD.	n/a	May 10, 2006	Dec 11, 2007	no	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
MULHOLLAND WEALTH ADVISORS, LLC	SEQUINOX WEALTH MANAGEMENT, LLC	Jul 17, 2026	Jun 4, 2025	-408	Firm change after gap	Other
J. W. COLE ADVISORS, INC.	SEQUINOX WEALTH ADVISORS, LLC.	Dec 31, 2020	Feb 4, 2019	-696	Firm change after gap	Other
SEQUINOX WEALTH ADVISORS, LLC.	MULHOLLAND WEALTH ADVISORS, LLC	Sep 5, 2019	Dec 17, 2020	469	Firm change after gap	Other
PELION INVESTMENT ADVISORS, INC.	J. W. COLE ADVISORS, INC.	Jan 23, 2012	Jan 20, 2012	-3	Firm change	Other
WORKMAN SECURITIES CORPORATION	PELION INVESTMENT ADVISORS, INC.	Jul 1, 2010	Jul 19, 2010	18	Firm change	Other
BOYD SENIOR PLANNING, LTD.	WORKMAN SECURITIES CORPORATION	Dec 11, 2007	Nov 29, 2007	-12	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
282408:335246:PA:2026-07-17	Jul 17, 2026	Jun 4, 2025	JOHNSTOWN, PA	Firm change after gap

Relationships

Registered with (7)

→ SEQUINOX WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 4, 2025 to presentfactForm ADV
→ MULHOLLAND WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 17, 2020 to Jul 17, 2026factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Jan 20, 2012 to Dec 31, 2020factForm ADV
→ SEQUINOX WEALTH ADVISORS, LLC.Registered adviserregistration: previous registration
Feb 4, 2019 to Sep 5, 2019factForm ADV
→ PELION INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jul 19, 2010 to Jan 23, 2012factForm ADV
→ WORKMAN SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 29, 2007 to Jul 1, 2010factForm ADV
→ BOYD SENIOR PLANNING, LTD.Registered adviserregistration: previous registration
May 10, 2006 to Dec 11, 2007factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Joseph Daniel Wirbick left Mulholland Wealth Advisors, Llc for Sequinox Wealth Management, Llc (registered 2025-06-04)
Form ADVobserved 5 days ago