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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 | 2020-08-06 |
Branch Locations
1500 Nitterhouse Drive, Chambersburg, PA 17201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon Fulfillment | Carlisle | PA | 10/2015 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 09/2016 | 07/2017 |
| F&M Trust | Chambersburg | PA | 07/2017 | 02/2020 |
| F&M Trust | Chambersburg | PA | 02/2020 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2020 | Present |
| Cetera Investment Advisers Llc | Chambersburg | PA | 07/2020 | Present |
1). FARMERS & MERCHANTS TRUST COMPANY, RELATIONSHIP MANAGER, NEW BUSINESS SALES AND MANAGING EXISTING CLIENT RELATIONSHIPS 2.) PRESIDENT OF THE BOARD AT BOYS AND GIRLS CLUB OF CHAMBERSBURG AND SHIPPENSBURG; OVERSIGHT OF THE CEO; ORGANIZATION OF BOARD MEETINGS; SIGN FOR FINANCIAL TRANSACTIONS; DUAL SIGNATURE REQUIRED; 4 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-25 |
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