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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 | 2020-11-12 |
Branch Locations
5000 Ritter Road Suite 202, Mechanicsburg, PA 17055 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 11/2014 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 11/2014 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Mechanicsburg | PA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1. PLANWISE FINANCIAL PARTNERS, LLC; DBA; OFFICER; 160 HOURS PER MONTH; Start Date 10/22/2014 2. Adam Jaroch LLC; Owner; Holding Company; Start date 02/08/2016 3. Adam Jaroch Insurance Consulting; Registered Rep;Insurance (Fixed/Life/Health/P&C); start date 02/29/2016; 4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
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