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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

990 Lincoln Way East, Suite 1, Chambersburg, PA 17201 • United States

16400 Path Valley Rd, Spring Run, PA 17262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orrstown Financial Services Shippensburg PA 07/2008 Present
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Wheatland Advisors, Inc Lancaster PA 08/2017 07/2020
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
1942 Scotland Avenue, Llc Chambersburg PA 06/2024 Present
  • 07/2008 → Present
    Orrstown Financial Services
    Shippensburg, PA
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2017 → 07/2020
    Wheatland Advisors, Inc
    Lancaster, PA
  • 06/2023 → Present
    Schaumburg, IL
  • 06/2024 → Present
    1942 Scotland Avenue, Llc
    Chambersburg, PA
Previous Registrations
  • 2017-08-16 → 2020-08-17
    Wheatland Advisors Inc
    Chambersburg, PA
    Lancaster, PA
Other Businesses

(1) NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: PENNSYLVANIA, NATURE OF BUSINESS: FINANCIAL INSTITUTION, POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 03/2012, APPROX NUMBER OF HOURS PER WEEK: 40, BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND TRUST DEVELOPMENT OFFICER; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 2008, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: SELLING, HEALTH, LIFE, DISABILITY, AND LONG TERM CARE INSURANCE; 3) NAME OF OTHER BUSINESS: CHAMBERSBURG AREA EDUCATION FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PO BOX 44, SCOTLAND, PA 17245; NATURE OF BUSINESS: BOARD; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH THE SCHOOL, PARENTS, AND COMMUNITY TO ADVANCE EDUCATIONAL OPPORTUNITIES; 4) NAME OF OTHER BUSINESS: 1942 SCOTLAND AVENUE, LLC; INVESTMENT RELATED: NO; ADDRESS: 1942 SCOTLAND AVE, CHAMBERSBURG, PA 17201; NATURE OF BUSINESS: REAL ESTATE; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES; 5) NAME OF OTHER BUSINESS: 1936 SCOTLAND AVENUE, LLC; INVESTMENT RELATED: NO; ADDRESS: 1936 SCOTLAND AVENUE, CHAMBERSBURG, PA 17201; NATURE OF BUSINESS: REAL ESTATE; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE RENTAL;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-08
  • S66 Uniform Combined State Law Examination
    2012-06-08

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