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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
PA RA APPROVED 2023-06-29
TX RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

415 Eagleview Blvd, Suite 110 Suite 110, Exton, PA 19341 • United States

Advisornet Wealth Partners

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-29
  • PA RA
    APPROVED
    Since 2021-07-29

Branch Locations

717 Constitution Dr, Suite 202, Extlon, PA 19341 • United States

110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • 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
Lincoln Financial Advisors Corporation Exton PA 03/2013 07/2021
Cetera Wealth Services, Llc El Segundo CA 07/2021 Present
Brumbaugh Wealth Management, Llc Dba Brumbaugh Wealth Management Exton PA 07/2005 Present
Advisornet Wealth Partners Exton PA 07/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 03/2013 → 07/2021
    Lincoln Financial Advisors Corporation
    Exton, PA
  • 07/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2005 → Present
    Brumbaugh Wealth Management, Llc Dba Brumbaugh Wealth Management
    Exton, PA
  • 07/2021 → Present
    Exton, PA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2013-03-28 → 2021-07-27
    Osaic Fa, Inc.
    Exton, PA
  • 2010-03-26 → 2013-04-02
    Msi Financial Services, Inc.
    Plymouth Meeting, PA
    Plymouth Meeting, PA
    Exton, PA
Other Businesses

1.NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 07/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE ASSISTANT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2005 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: BRUMBAUGH WEALTH MANAGEMENT, LLC DBA BRUMBAUGH WEALTH MANAGEMENT, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2005 POSITION/TITLE/RELATIONSHIP: PARTNER & CIO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-19
S63 Uniform Securities Agent State Law Examination 2005-06-30
  • S66 Uniform Combined State Law Examination
    2010-03-19
  • S63 Uniform Securities Agent State Law Examination
    2005-06-30
Other Names
  • Andrew Storti

View on SEC IAPD

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