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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-20
  • PA RA
    APPROVED
    Since 2025-02-20

Branch Locations

20 S Reamstown Road, Stevens, PA 17578 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hostetter & Hostetter Cpas Quarryville PA 01/2005 Present
Securities America Inc Quarryville PA 07/2007 09/2023
Robert Hostetter (Insurance) Quarryville PA 09/2008 Present
Securities America Advisors Inc Quarryville PA 10/2013 09/2023
Concourse Financial Group Securities Inc Ephrata PA 10/2023 02/2025
Cetera Wealth Services, Llc Ephrata PA 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 01/2005 → Present
    Hostetter & Hostetter Cpas
    Quarryville, PA
  • 07/2007 → 09/2023
    Securities America Inc
    Quarryville, PA
  • 09/2008 → Present
    Robert Hostetter (Insurance)
    Quarryville, PA
  • 10/2013 → 09/2023
    Securities America Advisors Inc
    Quarryville, PA
  • 10/2023 → 02/2025
    Concourse Financial Group Securities Inc
    Ephrata, PA
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Ephrata, PA
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-11-16 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Ephrata, PA
    Birmingham, AL
  • 2013-10-11 → 2023-10-03
    Securities America Advisors, Inc.
    Quarryville, PA
Other Businesses

HOSTETTER & HOSTETTER CERTIFIED PUBLIC ACCOUNTANTS; Non-Investment Related; 40 Friendly Drive, Quarryville PA; Accounting; Owner/Partner; Start Date 01/2005; 240 hours per month with the majority of hours per month occurring during trading hours; Offer accounting and tax services. >> ROBERT HOSTETTER (LANDSCAPING); Non-Investment Related; Pequea PA; Other; Owner; Start Date 01/2015; 10 hours per month; Snow plowing/landscaping at various rental properties of mine. >> 7 FOLD PROPERTIES LLC; Non-Investment Related; 2296 S Market Street, Elizabethtown PA; Real Estate; Member/Owner; Start Date 10/2019; 5 hours per month with no hours per month occurring during trading hours; This entity owns a commercial property that is a 2nd location for my accounting practice. >> MARTIC TOWNSHIP, PA, AUDITOR; Non-Investment Related; 370 Steinman Farm Road, Pequea PA; Other; Township Auditor; Start Date 01/2022; 2 hours per month with no hours per month occurring during trading hours; Assist two other Martic township auditors in reviewing the financial records of the Township and make any related recommendations for change/updates. >> CREATIVE HAIR DESIGN; Non-Investment Related; 1011B Lancaster Pike, Quarryville, PA; Other; Co-owner; Start Date 01/2012; 7 hours per month with no hours per month occurring during trading hours; I co-owned the business with my wife; I assist with maintaining accounting records and maintaining the salon facilities. >> FARM; Non-Investment Related; Pequea, PA; Farming; Owner; Start Date 01/2016; 10 hours per month with no hours per month occurring during trading hours; Farming - planting and harvesting crops. >> FULTON BANK LANCASTER ADVISORY BOARD; Non-Investment Related; 1 Penn Square, Lancaster PA; Board Member; Advisory Board Member; Start Date 02/2018; 2 hours per month with no hours per month occurring during trading hours; Attend 4-6 meetings regional advisory board meetings each year. This is not the main bank board - we are to be the eyes and ears for the bank in our local communities. >> COMMITTED HOLDINGS LLC; Non-Investment Related; 40 Friendly Drive, Quarryville PA; Real Estate; Owner/Member; Start Date 10/2020; 2 hours per month with no hours per month occurring during trading hours; This LLC purchased a multi-unit (approximately 7 units) residential rental property. >> IWNRPY LLC; Non-Investment Related; Pequea PA; Mobile App; Owner; Start Date 10/2013; No hours per month; This LLC was created to start a mobile app development. The LLC has been dormant since its inception. >> INSURANCE; Investment Related; 40 Friendly Drive, Quarryville PA; Insurance; Insurance Agent; Start Date 09/2008; No hours per month. >> RENTAL PROPERTY; Non-Investment Related; Quarryville, PA; Real Estate; Owner; Start Date 01/2009; 7 hours per month with some of those 7 hours occurring during trading hours; I own some rental properties. >> HOSTETTER ENTERPRISES LTD; Non-Investment Related; Quarryville, PA; Real Estate; Member; Start Date 01/2008; 5 hours per month with most of those 5 hours occurring during trading hours; Single member LLC that I am the member of that owns my main office property. >> THE COFFEE HOST LLC; Non-Investment Related; Pequea, PA; Other; Spouse; Start Date 10/2024; 4 hours per month with none of those 4 hours occurring during trading hours; This is my wife's business; I assist her with various menial tasks.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-03
S63 Uniform Securities Agent State Law Examination 2007-08-20
  • S65 Uniform Investment Adviser Law Examination
    2013-10-03
  • S63 Uniform Securities Agent State Law Examination
    2007-08-20

View on SEC IAPD

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