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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-02 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smiles Of North Hills | Gibsonia | PA | 06/2015 | 09/2018 |
| University Of Pittsburgh/Americorps | Pittsburgh | PA | 09/2016 | 04/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2018 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Lincoln Investment | Fort Washington | PA | 10/2024 | Present |
SAINT LUKE THE EVANGELIST PARISH POSITION: Pastoral Council NATURE: Church/Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 2586 Wexford Bayne Road, Sewickely PA 15143, United States DESCRIPTION: Guide pastor on best practices for the church EDEN WATTERSON - INSURANCE POSITION: Agent NATURE: Insurance & Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2018 ADDRESS: 1000 Brook Tree Road, Suite 211, Wexford PA 15090, United States DESCRIPTION: Selling policies to suitable clients NOTARY PUBLIC POSITION: notary public NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/16/2024 ADDRESS: 1000 Brooktree Road, Suite 211, Wexford PA 15090, United States DESCRIPTION: I notarize documents for people. Miracle on Main Zelienople Position: Board Member Nature: Non-Profit Investment Related: No Hours: 16 Securities Trading Hours: 0 Start Date: 8/1/2025 Address: 420 S Main Street Zelienople, PA 16063 Description: Annual Charity Christmas event where coats and food are collected for the needy in the community and money is raised for a different charity each year. I am in a leadership role where I coordinate the volunteer teams, help secure the event sponsors, book the entertainment, and lead our organizational meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-22 |
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