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Detailed Report
TASHA M SHADLE
TASHA M SHADLESON
CRD#: 4777308
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Investment Adviser
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Previous Broker
CROSSOVER CAPITALCRD#: 326625 113 FLORAL VALE BLVD
YARDLEY, PA 19067
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2004 - 2023 (19 years)IACROSSOVER CAPITAL (CRD# 326625)2023 - Present (1 year)
License(s)

State Registrations

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Pennsylvania 5/23/2023
Current Registration(s)
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CROSSOVER CAPITAL (CRD#:326625)
113 FLORAL VALE BLVD, YARDLEY, PA 19067
Registered with this firm since 5/23/2023
Previous Registration(s)
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 07/29/2004 - 05/25/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PRINCETON, NJ
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 05/11/2004 - 05/25/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) PRINCETON, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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.