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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-21 |
Branch Locations
150 N Radnor Chester Rd Ste A-100 [L5-Rbo], Radnor, PA 19087 • United States
50 Haines Rd, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pma Financial Network, Llc | Naperville | IL | 03/2023 | 04/2024 |
| Pma Securities, Llc | Lancaster | PA | 03/2023 | 04/2024 |
| Unemployed | Lancaster | PA | 01/2023 | 03/2023 |
| Progressive Insurance | Lancaster | PA | 03/2021 | 12/2022 |
| Iron Fit Gym | Lititz | PA | 09/2016 | 06/2020 |
| Ups | East Petersburg | PA | 05/2016 | 08/2017 |
| Pa Army National Guard | Horsham | PA | 08/2017 | 09/2023 |
| Pma Asset Management, Llc | Naperville | IL | 03/2023 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 04/2024 | 08/2026 |
| Cochise College | Sierra Vista | AZ | 10/2020 | 12/2020 |
| Millersville University | Millersville | PA | 08/2016 | 12/2020 |
| American Military University | Charles Town | WV | 02/2021 | 12/2023 |
| Bank Of America N.A. | Lancaster | PA | 05/2024 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Radnor | PA | 08/2026 | Present |
I*3124270 Entity Type: Entity Charitable Name of OBA: Lancaster Central Market Trust Address: Lancaster, Pennsylvania, 17603 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 12/01/2025 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: The Central Market Trust was formed to ensure that the Central Market has the vision, overall decision-making structure, day-to-day management focus, and resources it needs to be an economically successful and financially stable market over the long term. The Central Market is a farmers market downtown in Lancaster City. General Board Member expected to attend Monthly Meetings. Responsibilities may include setup and teardown of events, voting on where individual committees should focus their time and effort, and assisting with admin and communications between the Board and committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
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