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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-18 |
| PA | RA | APPROVED | 2018-07-30 |
Branch Locations
1500 Nitterhouse Drive, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Chambersburg | PA | 04/2014 | 03/2017 |
| Mml Investors Services | Chambersburg | PA | 05/2014 | 03/2017 |
| Bb&T Investment Services, Inc. | Mercersburg | PA | 04/2017 | 07/2018 |
| Bb&T Securities, Llc | Everett | PA | 01/2018 | 07/2018 |
| F&M Trust | Chambersburg | PA | 07/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2018 | Present |
| Cetera Investment Advisers Llc | Chambersburg | PA | 07/2018 | Present |
1. CLIENT RELATIONSHIP MANAGEMENT IN TRUST AND INVESTMENT SERVICES AT F&M TRUST; MANAGE CLIENT RELATIONSHIP, DETERMINE GOALS AND OBJECTIVE AND COMPLETE REVIEWS; 2. PAYROLL AND BOOKEEPING OF SPOUSE'S BUSINESS; MOUNTAIN RIDGE LANDSCAPING 3. OWNER OF PRO 5 HOLDINGS LLC; OWNS PROPERTY THAT RENTS TO A BUSINESS FOR THEIR SHOP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-13 |
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