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Joseph Scott Codrick

Chapel Hill Investment Analysts Inc

Greensburg, PA

CRD 1133513

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Employer firm

Chapel Hill Investment Analysts Inc CRD 109511

$436M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Chapel Hill Investment Analysts Inc

126 Mathews Street, Suite 1600, Greensburg, PA 15601-6913 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2002-02-20
  • PA RA
    APPROVED
    Since 2002-02-20

Branch Locations

460 Mathews Street Suite 2100, Greensburg, PA 15601 • 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
Trustmark Financial Group, Inc. Greensburg PA 01/2000 Present
Chapel Hill Investment Analysts Greensburg PA 04/2000 Present
  • 01/2000 → Present
    Trustmark Financial Group, Inc.
    Greensburg, PA
  • 04/2000 → Present
    Chapel Hill Investment Analysts
    Greensburg, PA
Other Businesses

CHAPEL HILL INVESTMENT ANALYSTS, RIA, 460 MATHEWS STREET, SUITE 2100, GREENSBURG, PA. 15601, OWNER/REGISTERED ADVISOR, START DATE OF 4/4/2000

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-05-03
  • S63 Uniform Securities Agent State Law Examination
    1984-05-03
Other Names
  • Joseph S Codrick

View on SEC IAPD

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