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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| PA | RA | APPROVED | 2014-02-12 |
Branch Locations
4220 William Penn Highway, Monroeville, PA 15146 • United States
Sarver, PA • United States
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 |
|---|---|---|---|---|
| First National Bank Pa | Irwin | PA | 02/2009 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | Present |
| Cetera Investment Advisers Llc | Monroeville | PA | 02/2014 | Present |
1. RECEIVES COMPENSATION FOR REFERRALS TO FIRST NATIONAL BANK TRUST DEPARTMENT. 2. FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-10 |
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