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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 | 2025-08-18 |
| DE | RA | APPROVED | 2025-02-03 |
| MD | RA | APPROVED | 2025-02-03 |
Branch Locations
9710 Monroe St, Cockeysville, MD 21030 • United States
Millsboro, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scutari Enterprises Inc Dba Patsy's Pizza | Syracuse | NY | 11/1991 | 04/2020 |
| Unemployed | Syracuse | NY | 04/2020 | 07/2020 |
| Nylife Securities Llc. | Syracuse | NY | 06/2021 | 12/2024 |
| New York Life Insurance Company | Newark | DE | 08/2020 | 12/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES; START DATE: 01/2015; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES, AND ADVISORY SERVICES; 2. NAME OF OTHER BUSINESS: ST. MARK'S EPISCOPAL CHURCH; INVESTMENT RELATED: NO; ADDRESS: 110 W. STATE STREET, MILLSBORO, DE 19966; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: VESTRY MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE AS THE GOVERNING BODY OF THE PARISH, WORKING WITH THE RECTOR TO PROVIDE SPIRITUAL LEADERSHIP, FINANCIAL OVERSIGHT, AND STEWARDSHIP OF CHURCH RESOURCES; 3. NAME OF OTHER BUSINESS: GEORGETOWN CHAMBER OF COMMERCE; INVESTMENT RELATED: NO; ADDRESS: 827 E MARKET STREET GEORGETOWN, DE 19947; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND CHAMBER EVENTS, MEETINGS, NETWORKING AS CHAMBER AMBASSADOR, AND REVIEW POLICIES THAT GUIDE OPERATIONS; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2020; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5. NAME OF OTHER BUSINESS: GEORGETOWN-MILLSBORO ROTARY CLUB INVESTMENT RELATED: NO ADDRESS: P.O. BOX 164 GEORGETOWN DE 19947 NATURE OF BUSINESS: ROTARY CLUB START DATE: 7/2026 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE LEADERSHIP AND GOVERNANCE FOR THE CLUB BY ATTENDING BOARD MEETINGS, HELPING SET STRATEGIC GOALS, SUPPORTING MEMBERSHIP GROWTH, PROMOTING COMMUNITY SERVICE PROJECTS, ENSURING COMPLIANCE WITH ROTARY POLICIES AND BYLAWS, AND REPRESENTING THE CLUB IN THE COMMUNITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-03 |
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