Andrew Joseph Boyd

Current Employers

Employment History

• 10/2011 → Present
  Platinum Wealth Strategies D/B/A
  Altoona, PA
• 09/2015 → 09/2019
  Summit Brokerage Services
  Altoona, PA
• 09/2015 → 05/2021
  Summit Financial Group Inc
  Altoona, PA
• 10/2016 → 10/2017
  Willis Towers Watson
  Altoona, PA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2023 → Present
  Boyd Management Llc
  Bolivar, PA

Previous Registrations

• 2017-02-17 → 2021-05-20
  Summit Financial Group Inc
  Altoona, PA

Other Businesses

1. Name of other business: Platinum Wealth Strategies Investment related: yes Address: same as registered address Nature of business: DBA Start date: 8/2013 Position/title/relationship: DBA activities Apx number of hours per week: minimal Apx number of hours during trading hours: minimal Brief description of duties: DBA activities 2) NAME OF OTHER BUSINESS: LIGONIER CHURCH OF THE BRETHREN ; INVESTMENT RELATED: NO; ADDRESS: 405 ROUTE 271, LIGONIER PA 15658 ; NATURE OF BUSINESS: CHURCH ; START DATE: 09/2020 ; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: MANAGE CHURCH FINANCES AND ATTEND TO GENERAL BOOKKEEPING, FUNDRAISING AND TAX RESPONSIBILITIES ; 3) NAME OF OTHER BUSINESS: BOBO HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: REAL ESTATE, START DATE: 05/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNERSHIP AND PROPERTY MANAGEMENT. ASSIST WITH FINANCING; 4) NAME OF OTHER BUSINESS: BOYD MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX PURPOSES; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY BILLS & FILE TAX RETURN;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-15
• S63 Uniform Securities Agent State Law Examination
  2013-04-19