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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-09 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
2605 Nicholson Rd, Ste 2303, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Hunter-Investments | Sewickley | PA | 08/2024 | 10/2024 |
| Org Partners | Sewickley | PA | 10/2024 | 01/2026 |
| Benchmark Financial Advisors | Sewickley | PA | 05/2024 | Present |
| The Leaders Group Inc | Littleton | CO | 02/2025 | Present |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
1.) BENCHMARK FINANCIAL ADVISORS - 5/17/24 - 2605 Nicholson Road, Suite 2303 Sewickley, PA 15143 - Insurance Agent, Sell insurance, Not Invt Rel, Insurance business, 1 hr/mo; 1 hr/mo (during trading hours). 2.) ORG PARTNERS - 10/20/24 - 2605 Nicholson Road, Suite 2303, Sewickley, PA 15143 - Financial Advisor, Meeting with clients to review managed portfolios and create a financial plan, Invt Rel, RIA business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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