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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 | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Charlotte | NC | 01/2015 | 10/2017 |
| Pnc Bank | Charlotte | NC | 01/2015 | 10/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2018 | 07/2022 |
| Clearview Fcu | Monaca | PA | 05/2018 | 03/2021 |
| Movement Mortgage | Charlottte | NC | 11/2017 | 03/2018 |
| Homemaker | Pittsburgh | PA | 04/2018 | 04/2018 |
| Cuna Mutual Group | Waverly | IA | 03/2021 | 07/2022 |
| Lpl Financial Llc | Beaver | PA | 05/2022 | 07/2022 |
| G4S | Moon Twp | PA | 11/2018 | 03/2021 |
| Allied Universal | Moon Twp | PA | 03/2021 | 02/2022 |
| Citizens Securities, Inc. | Pittsburgh | PA | 07/2022 | 03/2024 |
| Citizens Securities, Inc. | Pittsburgh | PA | 03/2024 | 11/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Pittsburgh | PA | 12/2025 | Present |
| Dollar Bank | Pittsburgh | PA | 12/2025 | Present |
RENTAL INCOME, 100% OWNER, 2-4/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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