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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
1140 Sheridan Street, Williamsport, PA 17701 • United States
Canton, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Creative Financial Strategies | Williamsport | PA | 07/2025 | Present |
1. NAME OF ENTITY: CANTON HIGH SCHOOL; No; 509 E MAIN ST; CANTON; PA; 17724; HIGH SCHOOL BASKETBALL; ASSISTANT BASKETBALL COACH; 11/19/2016; 10; 0; COACH BASKETBALL PRACTICES AND GAMES; 2. NAME OF ENTITY: P.I.A.A.; No; 550 GETTSBURG RD; MECHANICSBURG; PA; 17055; HIGH SCHOOL BASKETBALL; REFEREE; 11/12/2013; 16; 0; REFEREE H.S. BASKETBALL GAMES; 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1720 EAST THIRD ST; WILLIAMSPORT; PA; 17701; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/2/2014; 160; 160; SALE OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: FAITH BAPTIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: RT 414, CANTON, PA 17724; NATURE OF BUSINESS: CHURCH DEACON; START DATE: 6/2023; POSITION/TITLE/RELATIONSHIP: DEACON; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST IN CHURCH ACTIVITIES & DECISIONS; 5. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-03 |
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