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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 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

603 Stanwix St Ste 1200, Pittsburgh, PA 15222 • United States

Pittsburgh, PA • 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
Ifft & Palmer Associates, Llc Pittsburgh PA 04/1997 Present
Voya Financial Advisors Pittsburgh PA 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Ifft & Palmer Wealth Management Pittsburgh PA 07/2025 Present
  • 04/1997 → Present
    Ifft & Palmer Associates, Llc
    Pittsburgh, PA
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Pittsburgh, PA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 07/2025 → Present
    Ifft & Palmer Wealth Management
    Pittsburgh, PA
Previous Registrations
  • 2016-04-14 → 2021-06-09
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Ellicott City, MD
    Pittsburgh, PA
    Windsor, CT
    Richboro, PA
Other Businesses

1. NAME OF ENTITY:IFFT & PALMER ASSOCIATES, LLC; Yes; 625 STANWIX STREET STE 2104; PITTSBURGH; PA; 15222; FINANCIAL SERVICES/DBA; ASSOCIATE/SALES; 7/1/2013; 160; 160; INSURANCE & FINANCIAL SERVICES AND SALES 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 603 Stanwix Street, Suite 1200; PITTSBURGH; PA; 15222; fixed insurance sales; Independent Insurance Agent; 7/19/2004; 160; 160; sales of fixed insurance products 3. NAME OF ENTITY:Christ the Divine Teacher Catholic Academy; No; 205 Brilliant Avenue; Pittsburgh; PA; 15215; School Advisory Council; Board Member; 3/31/2021; 1; 0; Attend Meetings; 4. NAME OF OTHER BUSINESS: IFFT & PALMER WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-05-01
  • S63 Uniform Securities Agent State Law Examination
    1998-05-01

View on SEC IAPD

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