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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 |
Branch Locations
1495 Alan Wood Rd Ste 100, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Dresher | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 7 AIMAN CIRCLE; DRESHER; PA; 19025; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/11/2009; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Financial Independence Planning, LLC; Yes; 7 AIMAN CIRCLE; DRESHER; PA; 19025; DBA; sales rep; 1/1/2009; 160; 160; DBA for advisory services, financial planning, and the sale of securities, insurance, and advisory products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-27 |
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