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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 2004-06-29
  • PA RA
    APPROVED
    Since 2004-06-29

Branch Locations

Sewickley, 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
Bould & Associates, P.C. Pittsburgh PA 09/2000 Present
Cetera Financial Specialists Llc Schaumburg IL 06/2004 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2004 Present
Bould Financial Professionals Pittsburgh PA 09/2012 Present
Desisto, Schneeberger, Bould & Associates, Pc Pittsburgh PA 02/2021 12/2024
Patrick W. Bould, Cpa Pittsburgh PA 12/2024 Present
  • 09/2000 → Present
    Bould & Associates, P.C.
    Pittsburgh, PA
  • 06/2004 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 06/2004 → Present
    Schaumburg, IL
  • 09/2012 → Present
    Bould Financial Professionals
    Pittsburgh, PA
  • 02/2021 → 12/2024
    Desisto, Schneeberger, Bould & Associates, Pc
    Pittsburgh, PA
  • 12/2024 → Present
    Patrick W. Bould, Cpa
    Pittsburgh, PA
Other Businesses

1) BUSINESS NAME: BOULD & ASSOCIATES P.C. CPA - NATURE OF BUSINESS: ACCOUNTING, TAX, & CONSULTING - TITLE: PRESIDENT - START DATE: 9/02 - WORK 40 HRS/WK. 2) BOULD FINANCIAL PROFESSIONALS; DBA NAME FOR TAX & INVESTMENT PRACTICE - INV. RELATED; PITTSBURGH, PA; FINANCIAL SERVICES; OWNER; SINCE 09/2012; 40 HRS/WK DURING SECURITIES TRADING HOURS: 3) N/A, NOT INVESTMENT RELATED, PITTSBURGH, PA, REAL ESTATE, STARTED 10/2004, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; RENTAL PROPERTY: COLLECT RENT, PAY BILLS, ASSIST IN FINDING TENANTS AND REPAIRING UNITS: 4)N/A, NOT INVESTMENT RELATED, PITTSBURGH, PA, REAL ESTATE, STARTED 01/2009, POSITION/TITLE/RELATIONSHIP: OWNER, APX 1 HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES; 2 RENTAL PROPERTIES: COLLECT RENT, PAY BILLS, ASSIST IN FINDING TENANTS AND REPAIRING UNITS; 5) NAME OF OTHER BUSINESS: PATRICK W. BOULD, CPA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: CPA OFFERING TAX, CONSULTING AND ACCOUNTING SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-12-01
  • S63 Uniform Securities Agent State Law Examination
    2003-12-01

View on SEC IAPD

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