Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-06-24
TX RA APPROVED_RES 2009-07-14
  • PA RA
    APPROVED
    Since 2010-06-24
  • TX RA
    APPROVED_RES
    Since 2009-07-14

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 06/1994 Present
Bank Of America, Na York PA 12/2009 Present
Other Businesses

I*823243 For profit or not for profit: Entity Charitable Name of outside business organization: Country Club of York Investment related: N Address of business: York, Pennsylvania, 17403 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Other"]] Start date of relationship: 5/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Legacy Fund purpose is to simply raise awareness of need for funds contributed to CCY to help sustain and support overall vision and future of Club I*,1872276 Entity Type, Charitable Name of OBA:United Way of York County Address:York,PA,17401 Investment Related:NO Position, Title, Association: Committee Employee Start Date:06/15/2024 No Hours: 4 YEARLY No Hours during trading:0 Duties:member of Tocqueville Society Cabinet.Assist in strategies for increased donor participation, develop and recruit new members to Society. Retain existing members

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-09-09
S63 Uniform Securities Agent State Law Examination 1994-08-26
  • S65 Uniform Investment Adviser Law Examination
    1994-09-09
  • S63 Uniform Securities Agent State Law Examination
    1994-08-26
Other Names
  • Joseph P Adamchak

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in York, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor