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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 | 2025-10-27 |
| TX | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Philadelphia | PA | 04/2015 | 11/2018 |
| Pnc Financial Services Group Inc. | Pittsburgh | PA | 11/2015 | 11/2018 |
| Citizens Securities, Inc. | Philadelphia | PA | 11/2018 | 08/2020 |
| Citizens Financial Group Inc | Philadelphia | PA | 11/2018 | 08/2020 |
| Equitable Advisors Llc | New York | NY | 08/2020 | 10/2025 |
| Breeches Wealth Group, Llc | Camp Hill | PA | 10/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 10/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: BREECHES WEALTH GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: LOWER ALLEN TOWNSHIP COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 2233 GETTYSBURG RD CMP HILL, PA 17011; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PENSION COMMITTEE, REVIEWING PENSION PROCESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-09 |
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