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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-10-16
  • PA RA
    APPROVED
    Since 2023-10-16

Branch Locations

1100 Quarry Commons Drive, Yardley, PA 19067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strack Associates Inc Yardley PA 10/2012 Present
Lpl Financial, Llc Yardley PA 06/2016 10/2023
Cetera Investment Advisers Llc Schaumburg IL 10/2023 Present
Cetera Wealth Services, Llc El Segundo CA 10/2023 Present
Bcwm Realty Group Llc Yardley PA 10/2023 Present
Bucks County Wealth Management Llc Yardley PA 01/2023 Present
Calculating Destiny Llc Yardley PA 10/2021 Present
  • 10/2012 → Present
    Strack Associates Inc
    Yardley, PA
  • 06/2016 → 10/2023
    Yardley, PA
  • 10/2023 → Present
    Schaumburg, IL
  • 10/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2023 → Present
    Bcwm Realty Group Llc
    Yardley, PA
  • 01/2023 → Present
    Bucks County Wealth Management Llc
    Yardley, PA
  • 10/2021 → Present
    Calculating Destiny Llc
    Yardley, PA
Previous Registrations
Other Businesses

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: 12/2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: STRACK ASSOCIATES INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INCOME TAX PREPARATION/BOOKKEEPING START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREPARATION/BOOKKEEPING 3. NAME OF OTHER BUSINESS: BCWM REALTY GROUP LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: COMMERCIAL REAL ESTATE START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: BCWM REALTY GROUP LLC IS THE OWNER OF A NEW OFFICE BUILDING OF WHICH RENT WILL BE PAID TO THE ENTITY. 4. NAME OF OTHER BUSINESS: BUCKS COUNTY WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I AM A FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: CALCULATING DESTINY LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX / ACCOUNTING SERVICES START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OVERSEE BOOKKEEPERS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-12
  • S66 Uniform Combined State Law Examination
    2017-01-12
Other Names
  • Robert Mclarnon
  • Rob Mclarnon
  • Robert A Mclarnon

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