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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-17 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
55 Sunnybrook Road, Sanatoga, PA 19464 • United States
Placida, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc | Plymouth Meeting | PA | 02/2006 | 01/2021 |
| Cliftonlarsonallen Llp | Plymouth Meeting | PA | 01/2012 | 01/2021 |
| Voya Financial Advisors, Inc. | Trappe | PA | 01/2021 | 06/2021 |
| Kalejta Wealth Management | Pottstown | PA | 01/2021 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 740 W MAIN ST; TRAPPE; PA; 19426; Fixed Insurance Sales; Independent Insurance Agent; 1/8/2021; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Flagship Financial; Yes; 55 Sunnybrook Rd; Sanatoga; PA; 19464; Financial Services/; Vice President; 5/1/2021; 200; 100; Sale and Service Insurance, Securities and Investment Products|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-03-13 |
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