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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 | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lehigh University | Bethlehem | PA | 06/2008 | 08/2018 |
| Voya Financial Advisors, Inc. | Boyertown | PA | 08/2018 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: Independent Insurance Agent; Yes; 321 Grist Mill Road; Boyertown; PA; 19512; Fixed Insurance Sales; Independent Insurance Agent; 2/5/2019; 160; 160; Sales of fixed insurance products. 2.. NAME OF ENTITY:Flagship Financial; Yes; 55 Sunnybrook Road; Sanatoga; PA; 19464; Financial Services/dba; Financial Advisor; 4/30/2021; 160; 160; Marketing of Financial Services and Fixed Life Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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