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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 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
4075 Market Street, Camp Hill, PA 17011 • United States
15 N Second St, Newport, PA 17074 • United States
427 Village Dr, Carlisle, PA 17015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orrstown Bank | Mechanicsburg | PA | 08/2007 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: FINANCIAL SERVICES START DATE: 04/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL SERVICES AND PRODUCTS (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 2008, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SELLING, HEALTH, LIFE, DISABILITY, AND LONG TERM CARE INSURANCE; (3) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: POWER OF ATTORNEY ; START DATE: 05/2014 ; POSITION/TITLE/RELATIONSHIP: POWER OF ATTORNEY ; APX NUMBER OF HOURS PER WEEK: NONE CURRENTLY ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE CURRENTLY ; BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY DUTIES ; 4) NAME OF OTHER BUSINESS: THE WILDCAT FOUNDATION - MECHANICSBURG; INVESTMENT RELATED: NO; ADDRESS: 600 NORWAY ST, MECHANICSBURG, PA, 17055; NATURE OF BUSINESS: NON-PROFIT; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: STRENGTHEN THE EDUCATIONAL, CULTURAL, WELLNESS, & ATHLETIC PROGRAMS OF THE MECHANICSBURG AREA SCHOOL DISTRICT; 5) NAME OF OTHER BUSINESS: KEYSTONE FC; INVESTMENT RELATED: NO; ADDRESS: 900 E WINDING HILL RD NORTH, MECHANICSBURG, PA 17055; NATURE OF BUSINESS: YOUTH SOCCER CLUB; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: GOALIE COACH; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COACH YOUTH SOCCER PLAYERS ON GOALIE POSITION; 6) NAME OF OTHER BUSINESS: CUMBERLAND COUNTY BAR FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 32 SOUTH BEDFORD ST CARLISLE, PA 17013; NATURE OF BUSINESS: NON PROFIT; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD/TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP WITH FUNDRAISING, WORKING WITH THEM ON NON-PROFIT EVENTS, ATTEND ADVISOR BOARD MEETINGS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-10 |
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