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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First United Bank And Trust | Hagerstown | MD | 10/2016 | Present |
| Cetera Investment Advisors | Hagerstown | MD | 11/2016 | Present |
| Cetera Investment Advisors | St. Cloud | MN | 11/2016 | Present |
1.)WEALT ADVISOR FOR FIRST UNITED WEALTH MANAGEMENT; ADMINISTER TRUSTS, ASSIST IN ESTATE PLANNING, PACKAGING AND SUBMISSIONS OF TRUST DOCS. 2.) BOARD MEMBER OF WAYNESBORO COUNTRY CLUB; <1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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