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100 Sterling Parkway Suite 107, Mechanicsburg, PA 17050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-07-28 |
Branch Locations
100 Sterling Parkway Suite 107, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantra Family Wealth Llc | Mechanicsburg | PA | 07/2017 | Present |
| Merrill Lynch Pierce Fenner And Smith | Camp Hill | PA | 01/2015 | 07/2017 |
| Bank Of America, N.A. | Camp Hill | PA | 01/2015 | 07/2017 |
1) AVANTRA FAMILY WEALTH LLC 110 STERLING PKWY MECHANICSBURG 17050 FOUNDING PARTNER FAMILY WEALTH ADVISOR 7/2017. DUTIES INCLUDE OPERATIONS, BILLING, TRADING , CLIENT SERVICE, LIMITED CLIENT ADVISING. INVESTMENT RELATED APPROX 200 HOURS/MONTH, 120/MONTH DURING TRADING. COMPENSATED BY SALARY ANNUALLY. 2) MIACOMET PARTNERS LLC. 110 STERLING PARKWAY, MECHANICSBURG, PA 17050. INVESTMENT RELATED. PARTNER. OPERATIONS, BILLING & COMPLIANCE CONSULTING. APPROX 120 HOURS/MONTH 6 TO 8 DURING TRADING DAY. COMPENSATION BASED ON CONTRACT AGREEMENT (3) Name of Activity Insurance License Fixed Annuity Fixed Life
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-03 |
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