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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 | 2026-01-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Peoples Community Federal Credit Union | Cumberland | MD | 06/2014 | 07/2025 |
| Lpl Financial Llc | Cumberland | MD | 06/2014 | 07/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2025 | Present |
| First United Bank & Trust | Oakland | MD | 08/2025 | Present |
| Cetera Investment Advisers Llc | Oakland | MD | 01/2026 | Present |
1.) WEALTH ADVISOR IN TRUST DEPARTMENT AT FIRST UNITED BANK & TRUST; SOLICITING AND RETAINING NEW TRUST BUSINESS FROM PRESENT AND PROSPECTIVE CLIENTS, ESTABLISHING GOALS TO REACH A ASSIGNED SALES EXPECTATIONS, AND ENSURING COMPLIANCE WITH POLICIES AND PROCEDURES. 2.) SENIOR REGENT OF THE KEYSER WOMEN OF THE MOOSE CHAPTER 191; PRESIDE OVER CHAPTER AND BOARD MEMBERS; APPOINT OFFICERS AND COMMITTEE CHAIRS; 2 HOURS PER WEEK; 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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