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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 | 2026-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Irvine | CA | 07/2015 | 10/2016 |
| Northern Lights Distributors, Llc | Omaha | NE | 01/2017 | 07/2020 |
| Wright Fund Management, Llc | Santa Monica | CA | 11/2016 | 10/2019 |
| Swan Global Investments, Llc | Durango | CO | 10/2019 | 07/2020 |
| Fidelity Investments | Del Mar | CA | 07/2020 | 05/2023 |
| Charles Schwab & Co., Inc. | Marlton | NJ | 07/2023 | 08/2024 |
| Unemployed | Yardley | PA | 09/2024 | 10/2024 |
| New Age Alpha, Llc | Rye | NY | 11/2024 | 02/2026 |
| Ultimus Fund Distributors, Llc | Cincinnati | OH | 05/2025 | 02/2026 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Citadel Federal Credit Union | Springfield | PA | 04/2026 | Present |
| Unemployed | Yardley | PA | 02/2026 | 04/2026 |
| Cetera Investment Advisers Llc | Springfield | PA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-01 |
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