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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-23 |
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