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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
501 Fairmount Ave, Towson, MD 21286 • United States
4750 Lindle Rd, Harrisburg, PA 17111 • United States
427 Village Dr, Carlisle, PA 17015 • United States
3 Baden Powell Ln, Mechanicsburg, PA 17055 • United States
8216 Philadelphia Road, Baltimore, MD 21237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orrstown Bank | Shippensburg | PA | 04/2004 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Wheatland Advisors, Inc | Lancaster | PA | 08/2017 | 08/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF OTHER BUSINESS: DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: REG REPRESENTATIVE START DATE: 10/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: MANAGE TRUST DEPT AND SUPERVISE ADVISORS; 2) NAME OF OTHER BUSINESS: HARRISBURG MASONIC TEMPLE INVESTMENT RELATED: NO ADDRESS: 2701 N. 3RD ST, HARRISBURG, PA 17110 ; NATURE OF BUSINESS: FRATERNAL ORGANIZATION ; START DATE: 06/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OPERATION AND MAINTENANCE OF THE CENTER ; 3) NAME OF OTHER BUSINESS: HARRISBURG-SNYDER LODGE #629, INVESTMENT RELATED: NO, ADDRESS: 2701 N. THIRD ST, HARRISBURG, PA 17110, NATURE OF BUSINESS: NON-PROFIT, START DATE: 12/2023, POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR ENTERING FINANCIAL/INVESTMENT DATA INTO A SPREADSHEET FOR AUDIT PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-13 |
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