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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-30 |
Branch Locations
150 North Meadow Drive Suite 110 , Wexford, PA 15090 • United States
1644 Plank Rd., Duncansville, PA 16635 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionnmark Securities, Llc | Santa Barbara | CA | 08/2020 | 09/2022 |
| Penn State University (Education) | State College | PA | 08/2018 | 05/2020 |
| Unemployed | Altoona | PA | 01/2010 | 08/2018 |
| Pensionmark Financial Group | Santa Barbara | CA | 08/2020 | 09/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | Present |
1.WEBBER ADVISORS, 1644 Plank Road, Duncansville PA 16601, United States, 08/31/2022, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 0 HR/MO TRADING 2.CIRA, Fairfield IA 52556, 09/2022, Investment Advisor Representative, manages client assets or prepares financial plans, INV-REL, 160 HO/MO - 120 HR/MO Trading 3. WEBBER-SELTZER WEALTH ADVISORS, 3370, Altoona PA 16602, United States, 10/2025, Investment Advisor Representative, DBA Name, NIR, 10 HR/MO - 4 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-21 |
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