Carl G Gordinier

Current Employers

Employment History

• 10/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 07/2011 → Present
  Bank Of America, N.A.
  Wayne, PA

Other Businesses

I*134148For profit or not for profit: Non-Profit OrganizationName of outside business organization: Main Line Echapter of the Exit Planning InstituteInvestment related: NAddress of business: Wayne, Pennsylvania 19087Nature of business: Cooperative,Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2021Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Netowrk of business professionals that will counsel business owners in making their businesses marketableI*51425FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: WIDENER UNIVERSITY ADVISORY BOARDINVESTMENT RELATED: NADDRESS OF BUSINESS: CHESTER, PENNSYLVANIA 19013NATURE OF BUSINESS: UNIVERSITY,POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 1/1/2013NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: INPUT FOR FINANCIAL CURRICULUMI*48601FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: TARA L GORDINIERINVESTMENT RELATED: YADDRESS OF BUSINESS:EXTON, PENNSYLVANIA 19341NATURE OF BUSINESS: OTHER, REAL ESTATEPOSITION, TITLE, ASSOCIATION: OTHER, LANDLORDSTART DATE OF RELATIONSHIP: 40921NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PURCHASES AND SALESI*33763FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: CCA MANAGEMENTINVESTMENT RELATED: NADDRESS OF BUSINESS:EXTON, PENNSYLVANIA 19341NATURE OF BUSINESS: OTHER,REAL ESTATEPOSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 0001-01-01NUMBER OF HOURS DEVOTED: 10 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: LIMITED PARTNERI*96500FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: MAKE A WISH FOUNDATIONINVESTMENT RELATED: NADDRESS OF BUSINESS:BLUE BELL, PENNSYLVANIA 19422NATURE OF BUSINESS: CHARITABLE ORGANIZATION,POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 9/1/2016NUMBER OF HOURS DEVOTED: 5 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: BOARD POSITION. CONSULT ON ALL BUSINESS RELATED ACTIVITIES AS WELL AS FINANCIAL AND NON FINANCIAL DECISIONS MADE BY THE ORGANIZATIONI*2137267, Entity Type, Name of OBA: Rental Property 1 Address: islamorada Florida 30336 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date:05/01/2024 No Hours: 20 yearly No Hours during trading:0 Duties:I*3184269Entity Type: N/AName of OBA: T GAddress: exton, Pennsylvania, 19341Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 10/01/2025Number of Hours: 1, MonthlyNumber of Hours during trading: 0, MonthlyDuties: Power of Attorney for Spouse I*3184313 Entity Type: Entity For Profit Name of OBA: Proxi Address: exton, Pennsylvania, 19341 Investment Related: No Position, Title, Association: Director Employee Start Date: 11/19/2025 Number of Hours: 2, Weekly Number of Hours during trading: 0, Weekly Duties: I will be an investor in an app created by my son and and other computer scientists. The goal is to create the app and sell it to PE or a other party I am a passive investor but will be a board member once the app is created and governance is set up

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-08-11

Other Names

• Carl Gustav Gordinier
• Carl Gustan Gordinier