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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-08 |
| PA | RA | APPROVED | 2014-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | Erie | PA | 03/2009 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | Present |
| Cetera Investment Advisors Llc | Erie | PA | 02/2014 | Present |
1.)RECEIVES COMPENSATION FOR REFERRALS TO FIRST NATIONAL BANK TRUST DEPARTMENT 2.) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA 3.) OWNER OF RENTAL PROPERTY 4.) PART OWNER OF ALLISON PRICE HEALTH AND WITNESS LLC; CO-OWNED WITH SPOUSE 5.) TREASURER FOR BUILD BETTER FIELDS; RAISING FUNDS THROUGH DONATION TO FIX AND MAINTAIN LOCAL YOUTH BASEBALL FIELDS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-14 |
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