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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-02
PA RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2025-07-02
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

990 Lincoln Way East, Suite 1, Chambersburg, PA 17201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chambersburg PA 12/2018 10/2021
Fulton Financial Corporation Lancaster PA 06/2018 12/2018
Messiah College Mechanicsburg PA 08/2014 05/2018
Avantra Family Wealth Mechanicsburg PA 01/2018 01/2018
The Hess Agency Manheim PA 05/2017 08/2017
Bank Of America, N.A. Chambersburg PA 02/2019 10/2021
Orrstown Bank Dba Orrstown Financial Advisors Chambersburg PA 10/2021 Present
Cetera Wealth Services, Llc El Segundo CA 10/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 12/2018 → 10/2021
    Chambersburg, PA
  • 06/2018 → 12/2018
    Fulton Financial Corporation
    Lancaster, PA
  • 08/2014 → 05/2018
    Messiah College
    Mechanicsburg, PA
  • 01/2018 → 01/2018
    Avantra Family Wealth
    Mechanicsburg, PA
  • 05/2017 → 08/2017
    The Hess Agency
    Manheim, PA
  • 02/2019 → 10/2021
    Bank Of America, N.A.
    Chambersburg, PA
  • 10/2021 → Present
    Orrstown Bank Dba Orrstown Financial Advisors
    Chambersburg, PA
  • 10/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 8/2019 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: LIFE, HEALTH, AND LONG-TERM CARE SALES; 2. NAME OF OTHER BUSINESS: ORRSTOWN BANK - DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: TRUST ADMINISTRATOR START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: NOT INVOLVED IN DIRECT SECURITIES TRANSACTIONS, NOR RECOMMENDATIONS AND DO NOT SIT ON ANY INVESTMENT COMMITTEES. PERFORMS A VARIETY OF TRUST ADMINISTRATIVE AND OPERATIONAL FUNCTIONS; 3. NAME OF OTHER BUSINESS: COY LIBRARY OF SHIPPENSBURG INVESTMENT RELATED: NO, ADDRESS: 73 W KING ST, SHIPPENSBURG, PA 17257, NATURE OF BUSINESS: LIBRARY, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: FINANCE AND PROPERTY COMMITTEE - REVIEW BALANCE SHEET AND CASH FLOW STATEMENTS WITH TREASURER, ASSIST WITH DECISIONS IN REGARDS TO PROPERTY AND FINANCIAL MANAGEMENT. GENERAL DECISION MAKING AND GUIDANCE; 4. NAME OF OTHER BUSINESS: COY LIBRARY OF SHIPPENSBURG; INVESTMENT RELATED: NO; ADDRESS: 73 W KING ST, SHIPPENSBURG, PA 17257; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW THE LIBRARY'S FINANCIAL STATEMENTS, ATTEND BOARD MEETINGS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-03
  • S66 Uniform Combined State Law Examination
    2019-04-03
Other Names
  • Colin Fry

View on SEC IAPD

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