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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 | 2026-01-07 |
Branch Locations
1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployment | Huntingdon | PA | 08/2015 | 08/2021 |
| Penn State University | State College | PA | 08/2021 | 05/2025 |
| Pletchers Distributor | State College | PA | 08/2022 | 11/2022 |
| The Giant Company | State College | PA | 01/2024 | 05/2024 |
| The Clouser Group | Hershey | PA | 05/2024 | 08/2024 |
| Unemployment | Huntingdon | PA | 05/2025 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Dsf Wealth Management Group | Bridgeville | PA | 08/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2025; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, CLIENT AND PROSPECT MEETINGS, CLIENT ONBOARDING, NEW BUSINESS PROCESSING, AND ENSURE OPERATIONAL EXCELLENCE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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