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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 | 2024-12-13 |
Branch Locations
1246 Cornerstone Boulevard, Downingtown, PA 19335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | AL | 10/2006 | 12/2024 |
| Citadel Federal Credit Union | Coatsville | PA | 07/2002 | Present |
| Cetera Investment Services Llc | Downingtown | PA | 12/2024 | Present |
| Cetera Investment Advisers Llc | Downingtown | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-26 |
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