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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2017-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Poca Valley Financial | Spencer | WV | 02/2008 | Present |
| Woodbury Financial Services, Inc | Sissonville | WV | 09/2012 | 06/2017 |
| Investment Centers Of America, Inc. | Spencer | WV | 06/2017 | 11/2017 |
| Cetera Investment Advisers Llc | Spencer | WV | 11/2017 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2017 | Present |
1.) MAINTAIN CURRENT ANNUITY CONTRACTS AT RENWAL FOR PRODUCTS SOLD AT POCA VALLEY INSURANCE AND FINANCIAL. 2.) DEACON @RIPLEY BAPTIST TEMPLE, ATTEND CHURCH MEETINGS &ASSIST PASTOR W/VISITS TO CHURCH MEMBERS 3HRS WK. AND (3) ASSISTANT TREASURER @RIPLEY BAPTIST TEMPLE, ASST W/PREPARING BUDGET, DOCUMENTING EXPENDITURES, PAYING BILLS W/DUAL SIGNATURE REQ'D ACCOUNT, KEEPING ATTENDANCE & MEMBERSHIP RECORDS. 1 HR WK, NO SECURITIES ACTIVIES, THERE ARE CLIENTS WHO ATTEND THE CHURCH. 3.) SPORT COACHING, 6/HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
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