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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 | 2024-05-01 |
| MD | RA | APPROVED | 2023-06-29 |
Branch Locations
8216 Philadelphia Rd, Baltimore, MD 21237 • United States
10283 York Rd, Cockeysville, MD 21030 • United States
501 Fairmount Ave, Towson, MD 21286 • United States
8108 Jumpers Hole Road, Pasadena, MD 21120 • United States
9050 Baltimore National Pike, Ellicott City, MD 21042 • United States
1355 Orchard Dr, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investments | Charlotte | NC | 01/2009 | 12/2018 |
| Bb&T Bank | Baltimore | MD | 01/2009 | 12/2018 |
| Bb&T Securities, Llc | Baltimore | MD | 01/2018 | 12/2018 |
| Not Employed | Westminster | MD | 12/2018 | 02/2019 |
| Suntrust Bank | Baltimore | MD | 03/2019 | 11/2019 |
| Suntrust Investment Services, Inc | Baltimore | MD | 03/2019 | 11/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 03/2019 | 11/2019 |
| Orrstown Financial Advisors | Townson | MD | 12/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2020 | Present |
| Orrstown Bank | Townson | MD | 12/2019 | Present |
| Trustee For Family Trust | Townson | MD | 03/2018 | 11/2022 |
| Notary Public Carroll County, Maryland | Westminster | MD | 08/2010 | Present |
| Resident Agent, Murbro, Llc | Westminster | MD | 06/2018 | Present |
| Pink Fling Committee | Townson | MD | 11/2019 | 06/2022 |
| Trustee For Mother'S Trust | Westminster | MD | 03/2018 | 10/2020 |
| Executrix For The Estate Of Ruth G. Andes | Westminster | MD | 07/2020 | 06/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, APX NUMBER OF HOURS PER WEEK: 10, DURING TRADING HOURS, INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE (2) NAME OF OTHER BUSINESS: ORRSTOWN BANK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK, INVESTMENT AND WEALTH MANAGEMENT SERVICES POSITION/TITLE/RELATIONSHIP: TRUST OFFICER START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: 40, 32.50 DURING TRADINH HOURS, ADMINISTRATION OF VARIOUS TYPES OF ACCOUNTS, NOT INVOLVED IN THE INVESTMENT RECOMMENDATIONS TO AND OR EXECUTIONS OF SECURITIES TRANSACTIONS FOR THE TRUST DEPARTMENT (3) ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: 77 EAST KING STREET SHIPPENSBURG, PA 17257 NATURE OF BUSINESS: INVESTMENT AND MANAGEMENT SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: 40, 32.50 DURING TRADINH HOURS, FINANCIAL ADVISOR OFFERING INVESTMENT AND WEALTH MANAGEMENT SERVICES (4) NOTARY PUBLIC CARROLL COUNTY, MARYLAND INVESTMENT RELATED: NO ADDRESS: 1210 WEYMOUTH STREET, WESTMINSTER, MD 21158 NATURE OF BUSINESS: OBTAINED NOTARY LICENSE MOSTLY FOR LOAN SETTLEMENTS POSITION/TITLE/RELATIONSHIP: N/A START DATE: 8/2010 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC - OBTAINED NOTARY LICENSE MOSTLY FOR LOAN SETTLEMENTS (5) NAME OF OTHER BUSINESS: RESIDENT AGENT, MURBRO, LLC INVESTMENT RELATED: NO ADDRESS: 1210 WEYMOUTH STREET, WESTMINSTER, MD 21158 NATURE OF BUSINESS: HUSBAND AND HIS BUSINESS PARTNER OWN AN LLC WHICH PURCHASES REAL ESTATE, REHABS IT AND SELLS IT POSITION/TITLE/RELATIONSHIP START DATE: 6/2018 APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: AS RESIDENT AGENT, ANY MAIL OF A LEGAL NATURE WOULD BE ADDRESSED TO ME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-17 |
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