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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

3600 Trindle Rd, Camp Hill, PA 17011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Wormleysburg PA 10/2013 09/2017
Cetera Wealth Services, Llc El Segundo CA 09/2017 Present
Bar Financial Llc Mechanicsburg PA 09/2017 02/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Bar Financial Partners Mechanicsburg PA 04/2024 06/2026
Bar Financial Partners By Cetera Mechanicsburg PA 01/2026 06/2026
Fortis Investment Advisory Services, Llc Camp Hill PA 07/2026 Present
Fortis Investment Services, Inc. Camp Hill PA 07/2026 Present
  • 10/2013 → 09/2017
    Wormleysburg, PA
  • 09/2017 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2017 → 02/2021
    Bar Financial Llc
    Mechanicsburg, PA
  • 06/2023 → Present
    Schaumburg, IL
  • 04/2024 → 06/2026
    Bar Financial Partners
    Mechanicsburg, PA
  • 01/2026 → 06/2026
    Bar Financial Partners By Cetera
    Mechanicsburg, PA
  • 07/2026 → Present
    Fortis Investment Advisory Services, Llc
    Camp Hill, PA
  • 07/2026 → Present
    Fortis Investment Services, Inc.
    Camp Hill, PA
Previous Registrations
Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND LONG TERM CARE 2) NAME OF OTHER BUSINESS: GIVE MUSIC TOUR FOR TORCH RELAY; INVESTMENT RELATED: NO; ADDRESS: 16332 COOPERS HAWK AVE, CLERMONT, FL 34714; NATURE OF BUSINESS: CHARITY / FUNDRAISING; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: COMMUNICATIONS DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: COORDINATE AND BE GO TO PERSON FOR EVENTS, ADVERTISE ALL EVENTS TO GET PARTICIPATION; 3) NAME OF OTHER BUSINESS: POLAR BEAR FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 650 S BALTIMORE ST, DILLSBURG, PA 17019; NATURE OF BUSINESS: NON-PROFIT FOUNDATION ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: EVENT COORDINATOR FOR LARGE EVENT OUTINGS. CALLING ON BUSINESSES TO DONATE ITEMS FOR RAFFLES ; 4) NAME OF OTHER BUSINESS: FORTIS INVESTMENT ADVISORY SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL, RETIREMENT AND INSURANCE PLANNING; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INSURANCE SERVICES; 5) NAME OF OTHER BUSINESS: FORTIS INVESTMENT SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-31
S63 Uniform Securities Agent State Law Examination 2011-03-23
  • S66 Uniform Combined State Law Examination
    2014-10-31
  • S63 Uniform Securities Agent State Law Examination
    2011-03-23
Designations
Other Names
  • Fonda Erin Hershey
  • Fonda Erin Hershey

View on SEC IAPD

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