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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-02 |
| IN | RA | APPROVED | 2024-01-22 |
Branch Locations
200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States
Naperville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raf Lakenheath Child Development Center West | Lakenheath | 08/2015 | 07/2017 | |
| Daily Grind Coffee Shop | Mildenhall | 07/2017 | 11/2019 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 10/2018 | 07/2020 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 08/2020 | 01/2024 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2020 | 01/2024 |
| Regions Bank | Indianapolis | IN | 08/2020 | 01/2024 |
| Pnc Wealth Management | Naperville | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-02 |
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