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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-03
PA RA APPROVED 2018-08-07
  • TX RA
    APPROVED_RES
    Since 2023-04-03
  • PA RA
    APPROVED
    Since 2018-08-07

Branch Locations

96 S George St, York, PA 17401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated York PA 04/2018 Present
Mary Jane's Restaurant York PA 09/2005 10/2016
Dmd Real Estate Spring Grove PA 11/2008 04/2018
South Road, Llc Spring Grove PA 06/2017 04/2018
Bank Of America, N.A. York PA 07/2018 Present
  • 04/2018 → Present
    York, PA
  • 09/2005 → 10/2016
    Mary Jane's Restaurant
    York, PA
  • 11/2008 → 04/2018
    Dmd Real Estate
    Spring Grove, PA
  • 06/2017 → 04/2018
    South Road, Llc
    Spring Grove, PA
  • 07/2018 → Present
    Bank Of America, N.A.
    York, PA
Other Businesses

DMD Real EstateInvestment related - Commercial Real EstateSpring Grove, PA Commercial Real Estate Holding CompanyPartner11/1/20082 hours a month0 hours during trading hoursManage and maintain propertyI*119328For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business: York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Committee Member, Start date of relationship: 9/26/2018Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Assist with fundraising, membership and development planningI*124440For profit or not for profit: Non-Profit OrganizationName of outside business organization: Creative YorkInvestment related: NAddress of business:York, Pennsylvania 17401Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/26/2019Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Creative York nurtures imagination, creativity, and innovation in York's community. Help Creative York and it's staff with organizational planning and decision making.I*441061Entity Type: For ProfitName of OBA: Red Leaf Properties, LLC.Address:Spring Grove PennsylvaniaInvestment Related:NoPosition, Title, Association:Officer,General Partner/Managing MemberStart Date:07/24/2008No Hours: 2 WeeklyNo Hours during trading:0 WeeklyDuties:Rental propertyOwnership and management of the propertyI*2239277, Entity Type: , Name of OBA: M A. K, Address: Hanover, Pennsylvania, 17331, Investment Related: N, Position, Title, Association: Executor, Employee State Date: 14-Mar-2025, No Hours: 10 Yearly, No Hours during Trading: 0 Yearly, Duties: I*405260 Entity Type: N/A Name of OBA: Creative York Address: York, Pennsylvania, 17401 Investment Related: No Position, Title, Association: N/A Employee Start Date: 03/03/2026 Number of Hours: 3, Monthly Number of Hours during trading: 1, Monthly Duties: The arts are essential to development and self-expression. At Creative York, we are dedicated to inspiring the community through arts education, gallery experiences, and outreach programs. President of the Board

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-06
S63 Uniform Securities Agent State Law Examination 2002-07-19
  • S66 Uniform Combined State Law Examination
    2018-08-06
  • S63 Uniform Securities Agent State Law Examination
    2002-07-19
Other Names
  • Matthew M Kale
  • Matt M Kale
  • Matthew Kale

View on SEC IAPD

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