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4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-10 |
Branch Locations
4200 Crums Mill Road Floor 2, Harrisburg, PA 17112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F&M Trust | Camp Hill | PA | 12/2014 | 04/2018 |
| Grandview Asset Management Llc | Harrisburg | PA | 06/2018 | Present |
Fireball Foundation, not investment-related. The foundation was established to honor Mr. Smith's father who was a WWII pilot, President. No compensation. Average of 5 hours per month spent on this activity, only 3 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-21 |
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