WAYPOINT BANK
CRD #109619 SEC #801-57917 HARRISBURG, PA 717-909-6276
SEC Registered
Total AUM
$234M
Discretionary
$123.2M
Employees
--
Clients
25
Accounts
253
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 20, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PEARSON, CHARLES, CORNISH | I | CHAIRMAN & CEO | NA | Control |
| PEARSON, CHARLES, CORNISH | I | CHAIRMAN & CEO | NA | Control |
| PEARSON, CHARLES, CORNISH | I | CHAIRMAN & CEO | NA | Control |
| ZUERN, DAVID, E | I | PRESIDENT | NA | Control |
| ZUERN, DAVID, E | I | PRESIDENT | NA | Control |
Registrations
Federal
IA
Jan 20, 2005 REGISTERED
Address
235 NORTH SECOND STREETP.O. BOX 1711
HARRISBURG, PA 17105-1711
USA
Phone: 717-909-6276