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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 | 2019-06-19 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • United States
Clarksburg, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Wheeling | WV | 01/1995 | 06/2019 |
| Foresters Advisory Services Llc | Canonsburg | PA | 08/2012 | 06/2019 |
| Lost Creek United Methodist Church | Lost Creek | WV | 10/2016 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Canonsburg | PA | 06/2019 | Present |
1. ADVISORY BOARD MEMBER FOR WHITE OAKS ASSISTED LIVING. 2. FINANCIAL ADMINISTRATIVE ASSISTANT FOR LOST CREEK UNITED METHODIST CHURCH, NON-BOARD POSITION-GENERATING REPORTS, 1-2/HRS/WK. 3. PRESIDENT FOR LOST CREEK LIONS CLUB, RUN MONTHLY MEETINGS, SCHEDULE AND ORGANIZE FUNDRAISING EFFORTS FOR COMMUNITY IMPROVEMENT PROJECTS, LESS THAN 1/HR/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-02 |
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