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526 Greenbriar Road, York, PA 17404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | York | PA | 12/1995 | 02/2017 |
| Metlife Securities Inc. | York | PA | 12/1995 | 02/2017 |
| Macro Advisors, Inc. | York | PA | 02/2017 | Present |
1. INDEPENDENT INSURANCE AGENT ¬ SELL TERM INSURANCE WHOLE LIFE, LTC, DISABILITY, NON-INVESTMENT-¬RELATED ¬ APPROX. 10 HRS/MO (0 HRS DURING SECURITIES TRADING) 2. SHUPP WEALTH MANAGEMENT SERVICES, LLC, NON-INVESTMENT RELATED, 100 MEADOW HILL DR, YORK PA 17402, EARNINGS FROM INVESTMENT ADVISORY AND INSURANCE AGENT ACTIVITIES ARE ASSIGNED TO THE CORPORATION. START DATE: 04/22/2021.APPROX. 5HRS/WEEK 3. 714 MAY ST TRUST LLC, NON-INVESTMENT RELATED, 100 MEADOW HILL DR, YORK PA, , RENTAL MANAGEMENT COMPANY. START DATE: 11/22/2025. APPROX. 1-2 HRS/ MONTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-22 |
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