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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 01/2016 | 04/2020 |
| Fnb Bank | Paducah | KY | 09/2015 | Present |
| Concourse Financial Group Securities Inc | Paducah | KY | 05/2020 | 02/2025 |
| (Dba) Fnb Investments | Paducah | KY | 09/2015 | Present |
| Cetera Wealth Services, Llc | Paducah | KY | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) FNB INVESTMENTS; Investment Related; 3445 Lone Oak Road, Paducah, KY; Financial and Investment Services; Investment Officer/Employee; Start Date 09/2015; 160 hours per month with all hour occurring during trading hours; DBA name established by FNB Bank under which my activities as an Investment Officer for the bank are performed. >> FNB BANK; Investment Related; 3445 Lone Oak Road, Paducah, KY; Financial and Insurance Services; Insurance Agent/Employee; Start Date 09/2015; 160 hours per month with all hours occurring during trading hours; Provide services to FNB customers and non-customers relative to securities, investments, and insurance; provide guidance to other FNB insurance licensed employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-09 |
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