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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 | 2023-06-29 |
Branch Locations
55 Sunnybrook Road, Sanatoga, PA 19464 • United States
Boyertown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalejta Financial Management | Sanatoga | PA | 05/2020 | 04/2021 |
| Lilly Pulitzer | King Of Prussia | PA | 10/2015 | 04/2020 |
| J&L Marketing, Inc. | Louisville | KY | 03/2009 | 04/2020 |
| Voya Financial Advisors, Inc. | Sanatoga | PA | 05/2020 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Flagship Financial | Sanatoga | PA | 04/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Flagship Financial; Yes; 55 Sunnybrook Road; Sanatoga; PA; 19464; Financial Services/dba; Associate; 4/30/2021; 160; 130; New & Existing business processing, facilitating trades, documenting client interactions & meetings|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-09 |
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