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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_RES | 2024-02-02 |
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kylen Financials, Inc. | Lititz | PA | 06/2016 | Present |
| Voya Financial Advisors | Lititz | PA | 07/2016 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Egan Financial Advisors, Llc | Lititz | PA | 01/2022 | Present |
1. NAME OF ENTITY:KYLEN FINANCIALS INC; Yes; 524 FRONT ST; LITITZ; PA; 17543; FINANCIAL SERVICES/DBA; FINANCIAL ADVISOR; 6/21/2016; 160; 140; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 524 Front Street; Lititz; PA; 17543; fixed insurance sales; Independent Insurance Agent; 10/1/2020; 10; 10; sales of fixed insurance products; 3. NAME OF OTHER BUSINESS: EGAN FINANCIAL ADVISORS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: TRUSTEE FOR FRIENDS TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TRUST; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE AS TRUSTEE FOR TRUST ACCOUNT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
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