Joseph D. Wirbick

MULHOLLAND WEALTH ADVISORS

Lancaster, PA 17603

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CRD#: 3121471

Professional summary

Joseph Daniel Wirbick, CFP® is a registered financial advisor currently at MULHOLLAND WEALTH ADVISORS, LLC located in Lancaster, Pennsylvania and SEQUINOX WEALTH MANAGEMENT, LLC located in Lancaster, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Joseph has worked at 13 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LIFE INSURANCE AGENT FOR MULTIPLE INSURANCE COMPANIES. 2) OWNER OF A SOFTWARE COMPANY. 3) OWNER OF COMMERCIAL REAL ESTATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Wirbick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

December 17, 2020 - Present

MULHOLLAND WEALTH ADVISORS, LLC

Office #1: 941 Wheatland Ave., Suite 101, Lancaster, PA 17603Office #2: 965 Eisenhower Blvd., Ste. D, Johnstown, PA 15904

RIA

CRD#: 282408

Lancaster, PA

Current

June 4, 2025 - Present

SEQUINOX WEALTH MANAGEMENT, LLC

Office #1: 941 Wheatland Ave. Suite 101, Lancaster, PA 17603

RIA

CRD#: 335246

LANCASTER, PA

Past

February 4, 2019 - September 5, 2019

SEQUINOX WEALTH ADVISORS, LLC.

RIA

CRD#: 299025

LANCASTER, PA

Past

January 20, 2012 - December 31, 2020

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Lancaster, PA

Past

January 20, 2012 - December 21, 2012

J.W. COLE FINANCIAL, INC.

CRD#: 124583

LANCASTER, PA

Past

July 19, 2010 - January 23, 2012

PELION INVESTMENT ADVISORS, INC.

RIA

CRD#: 138400

TAMPA, FL

Past

July 5, 2010 - January 23, 2012

FIRST LIBERTIES FINANCIAL

CRD#: 14432

LANCASTER, PA

Past

October 10, 2008 - July 1, 2010

WORKMAN SECURITIES CORPORATION

CRD#: 31898

LANCASTER, PA

Past

November 29, 2007 - July 1, 2010

WORKMAN SECURITIES CORPORATION

RIA

CRD#: 31898

LANCASTER, PA

Past

May 10, 2006 - December 11, 2007

BOYD SENIOR PLANNING, LTD.

RIA

CRD#: 135389

LANCASTER, PA

Past

May 16, 2003 - May 6, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

January 21, 2003 - June 10, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

March 30, 2001 - June 28, 2001

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

September 24, 1998 - March 23, 2001

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MULHOLLAND WEALTH ADVISORS, LLC

CRD#: 282408 / SEC#: 801-107079

RIA

Registered Investment Advisory firm - (2/4/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/14/2025)

IAR

Pennsylvania
(12/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/23/2008

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/14/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/9/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MULHOLLAND WEALTH ADVISORS, LLC

CRD#: 282408 / SEC#: 801-107079

RIA

Registered Investment Advisory firm - (2/4/2016 Approved)

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Contact information

Main Address

4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251

Mailing Address

Phone number

(310) 272-8185

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MULHOLLAND FORM ADV PART 2A (2025.03.31) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,435
AUM (Assets Under Management)	$ 543,207,396

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph D. Wirbick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Wirbick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUINOX WEALTH MANAGEMENT, LLC

SEQUINOX WEALTH ADVISORS, LLC.

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

PELION INVESTMENT ADVISORS, INC.

FIRST LIBERTIES FINANCIAL

WORKMAN SECURITIES CORPORATION

WORKMAN SECURITIES CORPORATION

BOYD SENIOR PLANNING, LTD.

TRANSAMERICA FINANCIAL ADVISORS, LLC

OSAIC FS, INC.

PRINCIPAL SECURITIES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

MULHOLLAND WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/23/2008

Series 65

Date: 3/14/2001

Series 6

Date: 10/9/2008

Current Firm

MULHOLLAND WEALTH ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULHOLLAND WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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