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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 | 2019-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Doylestown | PA | 07/2016 | 07/2019 |
| Bb&T Securities, Llc | Doylestown | PA | 01/2018 | 07/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2019 | Present |
| Cetera Investment Advisers Llc | Perkasie | PA | 08/2019 | Present |
1. JBC COMPANIES, PARTNER & EXECUTIVE VICE PRESIDENT, LEAD & DEVELOP STRATEGIES FOR FIXED INSURANCE 2. SALE OF FIXED INSURANCE THROUGH JACKSON BROKERAGE & FINANCIAL IDENTITY ADVISORS LLC 3. PREVIOUSLY CONNECTED INSURANCE PRODUCERS TO A GENERAL AGENCY AND GET PAID INDEFINITELY ON BUSINESS FROM PRODUCERS, PASSIVE IN NATURE 4. BOARD MEMBER FOR STRATEGIC GROWTH AND PLANNING FOR VISTA MARKETING PARTNERS; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
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