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Amy M. Di Mauro

HOMESTEAD FINANCIAL SERVICES
Arlington, VA 22203
Some features on this profile are disabled
CRD#: 4731228
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Professional summary

Amy Merrill Di Mauro, who also goes by Amy Elizabeth Merrill, is a registered financial professional currently at HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia.

Amy is registered as a RR (Registered Representative) and started their career in finance in 2003. Amy has worked at 1 firm and has passed the Series 99TO, SIE and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amy Elizabeth Merrill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Amy Merrill Di Mauro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 11, 2003 - Present

HOMESTEAD FINANCIAL SERVICES CORP.

Office #1: 4301 Wilson Boulevard, Arlington, VA 22203
BD
CRD#: 26643
Arlington, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 12/10/2003
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HF
HOMESTEAD FINANCIAL SERVICES CORP.
HOMESTEAD FINANCIAL SERVICES CORP. | RE INVESTMENT CORPORATION

CRD#: 26643 / SEC#: , 8-42682

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
4301 Wilson Boulevard, Arlington, VA 22203
Mailing Address
4301 Wilson Boulevard, Arlington, VA 22203
Phone number
(703) 907-5903
Established
Virginia since 05/02/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
NRECA UNITED HOLDINGS, INC.HOLDING COMPANY OF NRECA SUBSIDIARIES
CIVEROLO, BETH ANNEVICE PRESIDENT AND DIRECTOR2643410
DI MAURO, AMY MERRILLTREASURER, DIRECTOR, FINANCIAL AND OPERATIONS PRINCIPAL, CHIEF AND PRINCIPAL FINANCIAL OFFICER, AND PRINCIPAL OPERATIONS OFFICER4731228
OLLIVIERRE, MONICA LYNNSECRETARY4036059
SIEVERLING, DANIELLE CHERIECHIEF COMPLIANCE OFFICER4918493
WEBSTER, JENNIFER LAURELPRESIDENT AND DIRECTOR1438190

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOMESTEAD FINANCIAL SERVICES CORP.

CRD#: 26643Arlington, VA 22203

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