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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| PA | RA | APPROVED | 2015-03-25 |
Branch Locations
49 E. Main Street, Leola, PA 17540 • United States
18 West Gay Street, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Street Mortgage | West Chester | PA | 04/2007 | Present |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 03/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2015 | Present |
| Smoker & Co | Leola | PA | 03/2015 | Present |
1) Penn Street Mortgage, not investment related, 117-123 W Gay Street, West Chester, PA 19380, residential mortgage products, start April 2007, 20-40 hours per week - during trading hours; Mortgage Broker/Co-Owner. 2) SMOKER & CO DBA SMOKER WEALTH MANAGEMENT; INVESTMENT RELATED; 49 EAST MAIN ST, LEOLA, PA 19380; FINANCIAL ADVISORY SERVICES; START 3/2015; 30-40 HOURS/WEEK DURING TRADING HOURS; FINANCIAL ADVISOR 3) RECEIVING RENEWALS ON LIFE AND DISABILITY INSURANCE POLICIES 4)NAME OF OTHER BUSINESS: TJF PROPERTIES INVESTMENT RELATED: NO ADDRESS: 18 W. GAY ST. 2ND FLOOR WEST CHESTER PA 19380 NATURE OF BUSINESS: REAL ESTATE RENTAL START DATE: 5/2018 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION: UNPAID OUTSIDE PART OWNER BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-05 |
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