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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 | 2021-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc. | Pittsburgh | PA | 01/2013 | 12/2020 |
| Clarfeld Financial Advisors, Llc | Pittsburgh | PA | 08/2019 | 12/2020 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2021 | Present |
| Cetera Investment Advisors Llc | Pittsburgh | PA | 09/2021 | Present |
| First National Bank Of Pa | Pittsburgh | PA | 09/2021 | Present |
| Unemployed | Washington | PA | 12/2020 | 09/2021 |
1. INVESTMENT COMMITTEE MEMBER FOR CLAYSVILLE SPORTSMAN'S CLUB; NO SIGNING AUTHORITY; RESPONSIBLE FOR REVIEW AND OVERSIGHT OF MANAGERS; DOES NOT PLACE SECURITIES TRADES, MAKE INVESTMENT DECISIONS, OR GIVE SECURITIES RECOMMENDATIONS; 2 HRS/MO; 2. CORPORATE CIRCLES BOARD MEMBER OF PITTSBURGH CULTURAL TRUST; PROMOTING TRUST MISSION, OVERSIGHT, OPERATIONAL CONTROL; 1 HR/QTR 3. BISA MEMBERSHIP COMMITTEE MEMBER; SUPPORT EXISITING MEMBERSHIP AND HELP DRIVE NEW MEMBERSHIP INTO THE ORGANIZATION; 2 HRS/MOS 4. ASSISTANT GOAL KEEPER FOR VICTOR SOCCER CLUB; 2 HRS/WK 5. BOARD OF DIRECTORS FOR BISA, 2/HRS/MO & 2/DAYS/QTR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-28 |
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