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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 | 2023-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2019 | 02/2021 |
| Polaris Advisors | Camp Hill | PA | 08/2018 | 09/2019 |
| Aspen Dental | Mechanicsburg | PA | 02/2018 | 07/2018 |
| Planned Parenthood | Harrisburg | PA | 05/2017 | 12/2017 |
| Cumberland Valley Nephrology Associates | Carlisle | PA | 12/2014 | 04/2017 |
| Kay Jewelers | Carlisle | PA | 09/2015 | 11/2019 |
| Lpl Financial Llc | Harrisburg | PA | 03/2021 | 10/2023 |
| Pennsylvania St Employees Cu | Harrisburg | PA | 10/2019 | 10/2023 |
| Acnb Bank | Hanover | PA | 10/2023 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2023 | Present |
| Cetera Investment Advisers Llc | Hanover | PA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-15 |
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