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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 | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commercial Bank And Trust Of Pa | Latrobe | PA | 07/2015 | 10/2018 |
| Ameriprise Financial Services, Inc | Monroeville | PA | 10/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Monroeville | PA | 03/2020 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
| Pakos Wealth Management | Latrobe | PA | 01/2025 | Present |
1) PAKOS WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, JUNIOR FINANCIAL PROFESSIONAL, DBA FOR INVESTMENTS, 40H/WEEK, SINCE 01/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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