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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 | 2024-12-13 |
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2007 | 09/2023 |
| Citadel Federal Credit Union | Downingtown | PA | 06/2007 | 09/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2023 | Present |
| Citadel Federal Credit Union | Paoli | PA | 09/2023 | Present |
| Cetera Investment Services Llc | St Cloud | PA | 12/2024 | Present |
| Cetera Investment Advisers Llc | Lancaster | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-22 |
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