William Lister Masten

Current Employers

Employment History

• 06/1995 → Present
  Pennsville National Bank
  Pennsville, NJ
• 09/2011 → 10/2017
  Investment Center Of America
  Pennsville, NJ
• 11/2017 → Present
  Parkland Securities, Llc
  Ann Arbor, MI
• 11/2017 → Present
  Spc
  Ann Arbor, MI

Previous Registrations

• 2011-09-19 → 2017-11-01
  Investment Centers Of America, Inc.
  Pedricktown, NJ
  Woodstown, NJ
  Carneys Point, NJ
  Elmer, NJ
  Bismarck, ND
  Pennsville, NJ
• 2005-03-08 → 2011-09-21
  Uvest Financial Services Group, Inc.
  Woodstown, NJ
  Woodstown, NJ
  Charlotte, NC
  Pennsville, NJ

Other Businesses

1. dba - Oak Tree Financial Services - offering securities products. Start date: 8/19/11, approx. 140 hrs/mo. 2. Pennsville National Bank - Trust Officer and VP/COO of the bank. Dual employee of Penn Bancshares. Start date: 1/1/08, approx. 80 hrs/mo with 90% during mkt hrs. 3. Chairman and President of Penn Bancshares, Inc. Start date: 1/30/08, approx. 8 hrs/mo with 50% during mkt hrs. Elected Chairman on 2/11/25. 4. PENNSVILLE SEWERAGE AUTHORITY - MEMBER. Attend monthly meetings. Start date: 2/1/14, approx. 2 hrs/mo, none during mkt hrs. 5. Partner - FENN and Company (nominee name for Trust Dept.). Start date: 1/30/08, approx. 1 hr/mo with 50% during mkt. hrs. 6. President - DENN and Company. Start date: 1/30/08, approx. 4 hrs/mo, all during mkt hrs. 7. Sale of non-variable insurance products (term life) through FMOs. Start date: 8/16/19, approx. 5 hrs/mo with less than 5% during mkt hrs. 8. Purchase of investment property with intention to rehab and sell. Start date: 11/10/19, approx. 40 hrs/mo, none during mkt hrs. Not investment related. 9. Serve as executor for father's estate. General duties include disbursing estate assets and paying debts. Start date: 6/14/25, less than 1 hr/mo. INV REL: N

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-29
• S63 Uniform Securities Agent State Law Examination
  1996-10-08

Other Names

• Bill Masten