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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2025 | Present |
| Colonial Life Accident & Insurance Company | Morgantown | WV | 11/2021 | 09/2025 |
| The Ice Cream Shop | Davis | WV | 05/2017 | 10/2020 |
| Walmart | Oakland | MD | 11/2019 | 06/2022 |
| Tucker County High School (Student) | Hambleton | WV | 08/2017 | 05/2021 |
| Unknown | Davis | WV | 05/2015 | 05/2017 |
| First United Bank & Trust | Oakland | MD | 09/2025 | Present |
| Cetera Investment Advisers Llc | Oakland | MD | 12/2025 | Present |
1.) WEALTH ADVISOR ASSOCIATE AT FIRST UNITED BANK AND TRUST; HELP CLIENTS ADMINISTER ACCOUNTS AND ASSIST IN ESTATE PLANNING; MANAGE PACKAGE AND SUBMISSIONS OF TRUST DOCUMENTS AND MAINTAIN TIMELY AND ACCURATE RECORDS FOR THE TRUST DEPT. 2.) RECEIVING RENEWALS ON EXISITING INSURANCE POLICIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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