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CODY RYAN DEMMEL
CODY R DEMMEL, CODY R. DEMMEL, CODY DEMMEL
CRD#: 6341168
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MORTON BROWN FAMILY WEALTH LLCCRD#: 292278 600 W. HAMILTON STREET
SUITE 300
ALLENTOWN, PA 18101
SUITE 300
ALLENTOWN, PA 18101
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Disclosures
10
Years of Experience
View By:
State Registrations
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Pennsylvania 3/30/2020
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Texas 10/11/2021
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Registered with this firm since 3/30/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/07/2019 - 03/26/2020 | ALLENTOWN, PA | |
B | 06/07/2019 - 03/26/2020 | ALLENTOWN, PA | |
IA | 07/23/2015 - 06/10/2019 | ALLENTOWN, PA | |
B | 06/26/2015 - 06/10/2019 | ALLENTOWN, PA | |
IA | 08/20/2014 - 06/29/2015 | BETHLEHEM, PA | |
B | 07/14/2014 - 06/29/2015 | BETHLEHEM, PA |
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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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.