Joshua A. Groff

ODYSSEY GROUP WEALTH ADVISORS

LANCASTER, PA 17601

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CRD#: 6138490

Professional summary

Joshua Alexander Groff, who also goes by Joshua Groff, is a registered financial advisor currently at ODYSSEY GROUP WEALTH ADVISORS located in Lancaster, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Groff

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Alexander Groff'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®

None

Experience

Current

April 22, 2026 - Present

ODYSSEY GROUP WEALTH ADVISORS

Office #1: 22a East Roseville Road, Lancaster, PA 17601

RIA

CRD#: 336636

LANCASTER, PA

Past

June 29, 2018 - July 3, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

LANCASTER, PA

Past

July 8, 2013 - June 14, 2018

PFM FUND DISTRIBUTORS, INC.

CRD#: 114474

HARRISBURG, PA

Past

March 20, 2013 - April 17, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

LANCASTER, PA

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".

ODYSSEY GROUP WEALTH ADVISORS

ODYSSEY GROUP LLC | ODYSSEY GROUP WEALTH ADVISORS

CRD#: 336636 / SEC#: 801-133758

RIA

Registered Investment Advisory firm - (6/26/2025 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

Pennsylvania
(4/22/2026)

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

IAR

Series 65

Date: 4/22/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2013

General Securities Representative Examination

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

ODYSSEY GROUP LLC | ODYSSEY GROUP WEALTH ADVISORS

CRD#: 336636 / SEC#: 801-133758

RIA

Registered Investment Advisory firm - (6/26/2025 Approved)

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Contact information

Main Address

22a East Roseville Road, Lancaster, PA 17601

Mailing Address

Phone number

(717) 553-4722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OGWA FORM ADV PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 388,452,921

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

Joshua A. Groff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Alexander Groff's CRS (Customer Relationship Summary).

Certified licenses

Experience

ODYSSEY GROUP WEALTH ADVISORS

COMMONWEALTH FINANCIAL NETWORK

PFM FUND DISTRIBUTORS, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ODYSSEY GROUP WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2026

Series 63

Date: 7/17/2013

SIE

Date: 10/1/2018

Series 7

Date: 3/19/2013

Current Firm

ODYSSEY GROUP WEALTH ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ODYSSEY GROUP WEALTH ADVISORS

TRUST BUT VERIFY

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