NEA'S MBC INVESTOR SERVICES COMPANY
CRD #113460 SEC #801-61644 GAITHERSBURG, MD 301-251-9600
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- AUGUST
- Registration Date
- --
- Latest Filing
- Sep 30, 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 |
|---|---|---|---|---|
| COHAN, MICHAEL | I | DIRECTOR | NA | Control |
| ESKELSEN, LILY | I | CHAIRMAN OF THE BOARD OF DIRECTORS | NA | Control |
| JOHNSON, ESSIE, STEWART | I | DIRECTOR | NA | Control |
| MENTZER, RONALD, C. | I | SECRETARY-TREASURER | NA | Control |
| PHOEBUS, EDWARD, GARLAND | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | NA | Control |
| REINICKE, JAN | I | DIRECTOR | NA | Control |
| WENDLAND, JOHN, CHARLES | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| NEA'S MEMBER BENEFITS CORPORATION | DE | SHAREHOLDER | E | Control |
| NEA'S MEMBER BENEFITS CORPORATION | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NATIONAL EDUCATION ASSOCIATION OF THE UNITED STATES | DE | NEA'S MEMBER BENEFITS CORPORATION | E | Control |
Registrations
Federal
IA
Sep 30, 2005 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
900 CLOPPER ROAD SUITE 300GAITHERSBURG, MD 20878-1356
USA
Phone: 301-251-9600