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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Williamsport | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | Williamsport | PA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Creative Financial Strategies | Williamsport | PA | 07/2025 | Present |
1. NAME OF ENTITY:Planning Commission for Clinton Twp, Lycoming County, PA; No; 2106 ST RT 54; MONTGOMERY; PA; 17754; city organization; board member; 2/1/2007; 1; 1; responsible for planning subdivisions, etc for township 2. NAME OF ENTITY:FRAZIER AND FRAZIER LLC; No; 326 MAPLE ST; MONTOURS; PA; 17754; INDUSTRIAL PROPERTY; MANAGEMENT; 1/13/2017; 4; 0; PROPERTY MANAGER,MAINTAIN AND COLLECT RENT. 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1720 EAST THIRD ST; WILLIAMSPORT; PA; 17701; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/20/2006; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-29 |
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