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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-24 |
Branch Locations
1011 Mumma Rd. Ste. 100, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Allentown | PA | 04/2009 | 07/2019 |
| Voya | New Tripoli | PA | 07/2019 | 05/2024 |
| Voya Financial Partners, Llc | New Tripoli | PA | 07/2019 | 05/2024 |
| Pennsylvania Interscholastic Athletic Association Inc | Mechanicsburg | PA | 08/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) PIAA FOOTBALL OFFICIAL, NEW TRIPOLI, PA, 05/2024, CONTRACTOR, SPORTS/FITNESS/GAMING, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) JOSH W CESARE, NEW TRIPOLI PA, 05/2024, OWNER, REAL ESTATE, NIR, 3 HR/MO, 1 HR/MO TRADING. 3) PREMIER WEALTH MANAGEMENT, 1011 MUMMA RD, SUITE 100, WORMLEYSBURG, PA, 05/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO, 4 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/24/2024 4) PREMIER NETWORK OF FINANCIAL ADVISORS, 1011 Mumma Road, Suite 100, Wormleysburg PA 17043, United States, 09/19/2024, DBA, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) BOULDER BANCROFT PARTNERS LLC, 117 S. 26th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR 1/WK 1/Trading 6) LIONS GATE PARTNERS LLC, 117 S. 25th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR 1/WK 1/Trading 7) BG CHAMPION PARTNERS LLC, 117 S. 25th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR, 1/HR 1/Trading 8) PREMIER WEALTH MANAGEMENT, 1011 Mumma Road, Suite 100, Wormleysburg PA 17043, United States, 12/16/2024, Agent, Insurance/Benefits/Human Resources, NIR, 3/HR 3/Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
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