Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-18
  • PA RA
    APPROVED
    Since 2024-11-18

Branch Locations

4050 Washington Road Suite 3-0A, Canonsburg, PA 15317 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
South Hills Financial Group Canonsburg PA 03/1995 Present
The Investment Center, Inc. Pittsburgh PA 09/2004 11/2024
Ic Advisory Services, Inc. Pittsburgh PA 06/2006 11/2024
Cetera Advisors Llc St. Cloud MN 11/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 11/2024 Present
  • 03/1995 → Present
    South Hills Financial Group
    Canonsburg, PA
  • 09/2004 → 11/2024
    The Investment Center, Inc.
    Pittsburgh, PA
  • 06/2006 → 11/2024
    Ic Advisory Services, Inc.
    Pittsburgh, PA
  • 11/2024 → Present
    Cetera Advisors Llc
    St. Cloud, MN
  • 11/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2006-06-02 → 2024-11-19
    Ic Advisory Services, Inc.
    Bedminster, NJ
    Canonsburg, PA
  • 2004-09-20 → 2006-06-02
    The Investment Center, Inc.
    Pittsburgh, PA
    Canonsburg, PA
    Poland, OH
    Lancaster, PA
    Bedminster, NJ
  • 2004-07-06 → 2004-09-21
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/1995 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE; 2. NAME OF OTHER BUSINESS: SOUTH HILLS FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/1995 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND OWNER BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: BOY SCOUTS OF AMERICA INVESTMENT RELATED: NO ADDRESS: 3319 WEST LIBERTY AVENUE PITTSBURGH, PA15216 NATURE OF BUSINESS: COMMUNITY SERVICE START DATE: 03/2019 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: CHARTERED ORGANIZATION REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF THE RELATIONSHIP BETWEEN THE BOY SCOUT TROOP AND THE CHURCH;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-24
S63 Uniform Securities Agent State Law Examination 1997-03-31
  • S66 Uniform Combined State Law Examination
    2004-06-24
  • S63 Uniform Securities Agent State Law Examination
    1997-03-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canonsburg, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor