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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-06-29 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
248 E Chestnut Hill Rd Ste 3, Newark, DE 19713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester Area School District | West Chester | PA | 05/2014 | Present |
| Fc Delco | Exton | PA | 05/2016 | 05/2020 |
| Avon Grove Charter School | West Grove | PA | 12/2015 | 05/2020 |
| Voya Financial Advisors, Inc. | Newark | DE | 05/2020 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 248 E CHESTNUT HILL RD STE 3; NEWARK; DE; 19713; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/21/2020; 160; 160; SALES OF FIXED INSURANCE PRODUCTS| 2) NAME OF ENTITY:WEST CHESTER AREA SCHOOL DISTRICT; No; 1100 SHILOH ROAD; WEST CHESTER; PA; 19382; VARSITY BOYS SOCCER; HEAD COACH; 8/1/2015; 12; 0; TEACH AND COACH VARSITY SOCCER|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-18 |
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