Steven Bentley Thompson

Employer firm

Avantra Family Wealth, Inc. CRD 288209

$222M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → Present
  Avantra Family Wealth Llc
  Mechanicsburg, PA
• 01/2015 → 07/2017
  Merrill Lynch Pierce Fenner And Smith
  Camp Hill, PA
• 01/2015 → 07/2017
  Bank Of America, N.A.
  Camp Hill, PA

Previous Registrations

• 2002-10-08 → 2017-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lancaster, PA
  Minneapolis, MN
  Oklahoma City, OK
  Tulsa, OK
  York, PA
  Camp Hill, PA
  Lancaster, PA
  Minneapolis, MN
  Camp Hill, PA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2002-10-03

Other Names

• Steven B Thompson
• Steven Bentley Thompson