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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 10/2017 | 10/2018 |
| Pnc Bank | Rock Hill | SC | 10/2017 | 10/2018 |
| First National Bank Of Pa | Charlotte | NC | 02/2023 | Present |
| First National Bank Of Pa | Charlotte | NC | 04/2022 | 02/2023 |
| Cetera Investment Advisers Llc | Charlotte | NC | 02/2023 | Present |
| Pnc Investments | Charlotte | NC | 02/2015 | 10/2017 |
| Pnc Bank | Charlotte | NC | 02/2015 | 10/2017 |
| Wells Fargo Bank, Na | Charlotte | NC | 12/2018 | 04/2022 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2018 | 04/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-23 |
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