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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED | 2024-10-31 |
Branch Locations
2605 Nicholson Rd Ste 2301, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 10/2024 |
| Various Insurance Carriers With Atlantic Financial Group | Pittsburgh | PA | 02/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Lpl Financial Llc | Sewickley | PA | 10/2024 | Present |
1- 10/2024 / Sewickley Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 10/2024 / Insurance Sales / Non-Variable Insurance / Investment Related / 4 hrs mth / 1 hr during trading / Sewickley, PA / Start date: 10/31/2024 3. 12/16/2024- Good Life IA- Non-Variable Insurance- 1) Financial Advisor 2) Good Life IA 3) Yes 4) No. Selling Fixed Annuities, life insurance, LTC, Disability- INV Related- At Reported business location(s)- 2 Hrs per mth- 2 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-04 |
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