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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 | 2026-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2021 | 05/2026 |
| Citadel Credit Union | Exton | PA | 10/2015 | 07/2021 |
| Pennsylvania State University | Media | PA | 08/2015 | 05/2018 |
| Self-Employed | Christiana | PA | 07/2021 | Present |
| Self-Employed | Christiana | PA | 05/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2026 | Present |
| Cetera Investment Advisers Llc | Coatesville | PA | 05/2026 | Present |
| Citadel Federal Credit Union | Coatesville | PA | 05/2026 | Present |
EBAY MARKETPLACE, 100% OWNER, 10/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
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