Lori Jo Daff-Siggins

Current Employers

Employment History

• 09/2011 → 05/2019
  Lions Gate Wealth Management, Llc
  Wexford, PA
• 07/2015 → 05/2019
  Mid Atlantic Capital Corporation
  Wexford, PA
• 07/2015 → 10/2019
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 05/2019 → Present
  Cwm, Llc Dba Lions Gate
  Omaha, NE

Previous Registrations

• 2015-07-10 → 2019-10-18
  Mid Atlantic Financial Management, Inc.
  Wexford, PA
  Warren, PA
  Pittsburgh, PA
  Wexford, PA
• 2011-09-16 → 2015-07-13
  Commonwealth Financial Network
  Warren, PA
  Wexford, PA
  Waltham, MA
• 2005-08-24 → 2011-09-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sewickley, PA
  Sewickley, PA
  Warren, PA
• 2005-12-09 → 2006-03-08
  Advest, Inc.
  Warren, PA

Other Businesses

NAME OF BUSINESS: Peace Presbyterian Church NATURE: Church START: 9/1/2024 POSITION: Legacy Team Committee Member APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Attend meetings and provide input FIXED INSURANCE NATURE: Insurance START: 09/19/2011 APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Lions Gate Wealth Management 401K NATURE: 401K START: 9/19/2011 POSITION: Trustee APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversight of the 401K plan NAME OF BUSINESS: MusicTime Productions, LLC NATURE: Educational Curriculum START: 6/1/1996 POSITION: Co-Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Co-Owner Duties NAME OF BUSINESS: SGW Enterprises, LLC NATURE: Rental Property START: 4/16/2012 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Ownership

Exams

• S66 Uniform Combined State Law Examination
  2002-01-02

Designations

Other Names

• Lori Jo Siggins
• Lori Siggins