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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-30 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
999 Eisenhower Blvd Ste D2-6, Johnstown, PA 15904 • United States
Cheswick, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Commonwealth Advisors | Jennerstown | PA | 02/2013 | 08/2022 |
| Infinex Investments , Inc. | Meriden | CT | 10/2015 | 08/2022 |
| Unemployed | Johnstown | PA | 08/2022 | 07/2023 |
| Perspective Wealth Planning | Johnstown | PA | 07/2023 | Present |
| Avantax Investment Services, Inc. | Johnstown | PA | 12/2023 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 12/2023 | 09/2025 |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 10/2025 |
| Integrity Alliance, Llc | Johnstown | PA | 10/2025 | Present |
1. Perspective Wealth Planning, LLC; investment-related; 999 Eisenhower Blvd, STE D2-6, Johnstown, PA, 15904; DBA for securities business; Relationship Manager; 10/30/2025; 40 hours per month; 2 hours per month during securities trading hours; Referring advisor 2. HBIC Enterprises, LLC; not investment-related; 43 Highbury Rd, Cheswick, PA, 15024; Vacation rentals; Owner; 02/14/2019; 2 hours per month; 0 hours per month during securities trading hours; Airbnb rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-02 |
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