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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 | 2024-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Baseball Training | Gilbertsville | PA | 10/2013 | 10/2019 |
| Costco Wholesale | Sanatoga | PA | 09/2018 | 07/2022 |
| Musselman Financial Solutions | Harleysville | PA | 08/2022 | Present |
| Cetera Advisor Networks | El Segundo | CA | 09/2022 | 06/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | Present |
1. NAME OF OTHER BUSINESS: MUSSELMAN FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE, REPORTS, SENDING OUT CRS FORMS, MEETINGS, RMD'S AND OTHER CLIENT SERVICE RESPONSIBILITIES, RECVIEW MEDICARE PART D PLANS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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