Liana Beth Freeland

Current Employers

Employment History

• 12/2020 → Present
  Clelan And Company
  Camp Hill, PA
• 05/2022 → Present
  Vicus Capital, Inc.
  State College, PA
• 12/2019 → 10/2020
  Pronto
  Camp Hill, PA
• 01/2016 → 06/2018
  Kay Llc
  York, PA
• 01/2017 → 09/2020
  Let's Pilates One & Let's Pilates 2
  York, PA

Other Businesses

1. NAME OF OTHER BUSINESS: Clelan and Company INVESTMENT RELATED: Yes ADDRESS: Same as Registered Location NATURE OF BUSINESS: Financial Advisory Firm POSITION/TITLE/RELATIONSHIP: Client Service Associate START DATE: 11/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: Helps manage client relationships by onboarding new clients, preparing for existing client meetings, and supporting clients with their ongoing service needs. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 06/2022 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: MICHAEL J. SANTANNA JR ACHIEVEMENT FOUNDATION INVESTMENT RELATED: NO ADDRESS: 409 BROOKVIEW COURT, HARRISBURG, PA 17112 NATURE OF BUSINESS: FOUNDATION POSITION/TITLE/RELATIONSHIP: BOARD MEMBER START DATE: 04/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: COMMUNICATE TO SCHOOLS; HAND OUT SCHOLARSHIPS 4. NAME OF OTHER BUSINESS: FREELAND VENTURES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: RESALE OF VINYL RECORDS AND OTHER VINTAGE ITEMS POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 04/2023 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PURCHASE, LIST AND SHIP ITEMS BASED ON ONLINE SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-20

Other Names

• Liana Beth Bateman