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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-21 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Securities Corp | Pittsburgh | PA | 06/2016 | 06/2019 |
| Federated Investors Inc | Pittsburgh | PA | 06/2016 | 06/2019 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 08/2016 | 06/2019 |
| Federated Investment Counseling | Pittsburgh | PA | 08/2016 | 06/2019 |
| Federated Global Investment Management Corp | New York | NY | 08/2016 | 06/2019 |
| Citizens Securities, Inc. | Allison Park | PA | 07/2019 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | Canonsburg | PA | 08/2020 | 04/2022 |
| Jp Morgan Securities, Llc | Canonsburg | PA | 08/2020 | 04/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2022 | Present |
| Dsf Wealth Management Group,Llc | Bridgeville | PA | 04/2022 | Present |
| Us Dept. Of Elections | Munhall | PA | 11/2020 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT GROUP,LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: ADVISOR ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 07/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-15 |
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