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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
990 Lincoln Way East, Suite 1, Chambersburg, PA 17201 • United States
1020 Professional Ct, Hagerstown, MD 21740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Orrstown Bank | Chambersburg | PA | 05/2016 | Present |
| Wheatland Advisors, Inc | Lancaster | PA | 08/2017 | 07/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR START DATE: 05/03/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR AND TRUST OFFICER (2) FIXED INSURANCE - LIFE AND ANNUITIES (3) NAME OF OTHER BUSINESS: HOPE REFORMED PRESBYTERIAN CHURCH; INVESTMENT RELATED: NO; ADDRESS: 123 WALNUT BOTTOM ROAD, SHIPPENSBURG, PA 17257; NATURE OF BUSINESS: CHURCH; START DATE: 2/2015; POSITION/TITLE/RELATIONSHIP: CORPORATE TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: HELP TO PREPARE BUDGET; (4) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 628 BRAD ST, SHIPPENSBURG, PA, 17257 NATURE OF BUSINESS: POWER OF ATTORNEY START DATE:02/2007 POSITION/TITLE/RELATIONSHIP: HOLDER LESS THAN 1 HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR 3 FAMILY MEMBERS ; (5) NAME OF OTHER BUSINESS: EDWIN D MARTIN & JUDITH M MARTIN PRIVATE FOUNDATION ; INVESTMENT RELATED: NO ; ADDRESS: 301 MCCROSSEN DRIVE, FAYETTEVILLE, PA 17222 ; NATURE OF BUSINESS: CHARITABLE FOUNDATION ; START DATE: 10/2020 ; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 PR YEAR ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 PR YEAR ; BRIEF DESCRIPTION OF DUTIES: APPROVE CHARITABLE DISTRIBUTIONS FROM FOUNDATION ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-22 |
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