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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED | 2022-09-30 |
Branch Locations
3107 Beale Ave. Ste. 101, Altoona, PA 16601 • United States
233 W Pittsburgh St., Greesburg, PA 15601 • United States
150 North Meadow Drive Suite 110 , Wexford, PA 15090 • United States
1644 Plank Road, Duncansville, PA 16635 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jjan Financial | Hollidaysburg | PA | 12/2006 | 06/2020 |
| Harvest Financial Corporation | Pittsburgh | PA | 02/2016 | 06/2020 |
| Jjan Financial | Hollidaysburg | PA | 02/2016 | 06/2020 |
| Pensionmark Securities, Llc | Duncansville | PA | 07/2020 | 09/2022 |
| Pensionmark Financial Group, Llc | Duncansville | PA | 07/2020 | 09/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | Present |
1. WEBBER SELTZER WEALTH ADVISORS, 3370 Lynwood Drive, Altoona PA 16602, United States, 08/01/2024, Owner, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. M WEST SHOOTING PARTNERS LLC, 247 Tamarack Drive, Mars PA 16046, United States, 06/30/2021, Investor in a private business., Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 3. GROWTH LOOP LLC, 247 Tamarack Drive, Mars PA 16046, United States, 08/31/2022, Investor in start up educational business, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 1 HR/MO TRADING 4. CIRA, Fairfield IA 52556, 09/2022, Investment Advisor Representative, manages client assets or prepares financial plans, INV-REL, 160 HO/MO - 120 HR/MO Trading 5. WEBBER ADVISORS, 1644 PLANK ROAD, DUNCANSVILLE PA 16635, 05/2004, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 3 HR/MO - 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-11 |
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