Wade Aaron Hoffman

Current Employers

Employment History

• 01/2016 → 07/2017
  Unemployed
  Camp Hill, PA
• 07/2017 → Present
  Avantra Family Wealth Llc
  Mechanicsburg, PA
• 07/2017 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2011-04-15 → 2016-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lancaster, PA
  Camp Hill, PA
  York, PA
  Camp Hill, PA
  Camp Hill, PA
  Pittsburgh, PA
  Bridgeport, WV
  Lexington, KY
  Marietta, OH
  Pikeville, KY
  Evansville, IN
  Charleston, WV
  Huntington, WV
  Indiana, PA
  Erie, PA
  Upper Saint Clair, PA
  Pittsburgh, PA
  Sewickley, PA
  Greensburg, PA
  Oklahoma City, OK
  Louisville, KY
  Camp Hill, PA
  Chambersburg, PA
  York, PA
  Lancaster, PA
  Wyomissing, PA
• 2010-08-03 → 2011-03-09
  Morgan Stanley
  Camp Hill, PA
  Carlisle, PA
  Carlisle, PA
  Lancaster, PA

Other Businesses

1) AVANTRA FAMILY WEALTH LLC YES 110 STERLING PKWY MECHANICSBURG 17050 RIA CCO. START 7/28/2017. 80 HOURS/MONTH, 80 DURING TRADING. CHIEF COMPLIANCE OFFICER FOR RISK REVIEW AND COMPLAINCE SUPERVISION. 2)MIACOMET PARTNERS LLC. 110 STERLING PARKWAY, MECHANICSBURG, PA 17050. INVESTMENT RELATED. FOUNDING PARTNER. SUPERVISION OF COMPLIANCE SUPPORT AND CONSULTING. COMPENSATION BASED ON CONTRACT

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-27
• S63 Uniform Securities Agent State Law Examination
  2000-03-31

Other Names

• Wade Aaron Hoffman
• Wade Hoffman