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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 | 2024-11-21 |
| DE | RA | APPROVED | 2023-08-10 |
Branch Locations
124 E State Street, Media, PA 19063 • United States
900 Prides Crossing, Newark, DE 19713 • United States
Cochranville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 01/2015 | 08/2023 |
| Securian Financial Services Inc. | St. Paul | MN | 01/2015 | 08/2023 |
| Diamond State Financial | Newark | DE | 01/2015 | Present |
| Brandywine Baptist | Chadds Ford | PA | 12/2021 | Present |
| Cetera Wealth Services, Llc | Newark | DE | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. DSFG FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/14/2016 ADDRESS: , Newark DE , United States DESCRIPTION: Agent/Broker 2. BRANDYWINE BAPTIST POSITION: Preacher NATURE: Preacher INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2021 ADDRESS: 1463 Baltimore Pike, Chadds Ford PA 19317, United States DESCRIPTION: Preach once a month to a small congregation. I will earn $200 per sermon 3. NAME OF OTHER BUSINESS: DIAMOND STATE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SECURITIES AND ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-01 |
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