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101 West Main Street #104, Carnegie, PA 15106-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-14 |
Branch Locations
101 West Main Street #104, Carnegie, PA 15106-2427 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| General American Life | St. Louis | MO | 10/1971 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
(1) INDEPENDENT INSURANCE AGENT- KASKY INSURANCE INSURANCE & FINANCIAL SERVICES, INC. AND COMPREHENSIVE INSURANCE PLANNERS, INC. AND ALL AMERICAN INSURANCE GROUP (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, PROPERTY & CASUALTY) 45 SECURITIES TRADING HOURS WEEKLY, 3 NON SECURITIES TRADING HOURS WEEKLY, START DATE 1/1969 (2) NAME OF OTHER BUSINESS: SECURITIES BROKERAGE SERVICES INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY BUSINESS ; POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE ; START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-31 |
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