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Detailed Report
LORI S HOFFEDITZ
LORI J SHADE
CRD#: 2056287
IA
Investment Adviser
B
Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDCRD#: 7691 1108 KENNEBEC DR
CHAMBERSBURG, PA 17201
Registration History
19901995200020052010201520202025IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2003 - Present (22 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1990 - Present (34 years)
License(s)

State Registrations

B
Alabama 3/13/2009
B
New Jersey 7/11/2023
B
Arizona 3/13/2009
B
New York 3/13/2009
B
California 3/13/2009
B
North Carolina 3/16/2009
B
Colorado 3/13/2009
B
Oregon 9/19/2024
B
Delaware 3/13/2009
B
Pennsylvania 6/4/1990
B
District of Columbia 3/13/2009
IA
Pennsylvania 6/22/2010
B
Florida 1/2/2008
B
South Carolina 3/13/2009
B
Georgia 3/13/2009
B
Tennessee 3/9/2023
B
Kansas 3/28/2023
B
Texas 9/24/2009
B
Maryland 3/20/2007
IA
Texas 10/9/2009
B
Massachusetts 3/13/2009
B
Virginia 3/13/2009
B
Michigan 3/13/2009
B
Washington 3/13/2009
IA
New Jersey 1/9/2003
B
West Virginia 3/13/2009

SRO Registrations

B
 Cboe BYX Exchange, Inc.
B
 Cboe BZX Exchange, Inc.
B
 Cboe Exchange, Inc.
B
 FINRA
B
 Nasdaq Stock Market
B
 New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1108 KENNEBEC DR, CHAMBERSBURG, PA 17201
Registered with this firm since 1/9/2003
B
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)
1108 KENNEBEC DR, CHAMBERSBURG, PA 17201
Registered with this firm since 5/22/1990
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.