Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
8 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Joseph L. LeonLititz, PA | Silver Oak Securities, Incorporated | Adviser and broker | – | Atlas | 2019 |
| 2Paul D. MulhollandLancaster, PA | Silver Oak Securities, Incorporated | Adviser and broker | CFP | Atlas | 1998 |
| 3David A. OverLancaster, PA | Silver Oak Securities, Incorporated | Adviser and broker | – | Atlas | 2012 |
| 4David A. Over Jr.Lancaster, PA | Silver Oak Securities, Incorporated | Adviser and broker | – | Atlas | 2026 |
| 5Marc V. RosenblumWarminster, PA | Silver Oak Securities, Incorporated | Adviser and broker | ChFC | Atlas | 2002 |
| 6Curtis D. StoltzfusAllentown, PA | Silver Oak Securities, Incorporated | Adviser and broker | CFP | Atlas | 2002 |
| 7Bryce M. WandellLancaster, PA | Silver Oak Securities, Incorporated | Adviser and broker | – | Atlas | 2022 |
| 8George H. ZookLancaster, PA | Silver Oak Securities, Incorporated | Adviser and broker | – | Atlas | 2002 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.