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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-11-26
  • PA RA
    APPROVED
    Since 2019-11-26

Branch Locations

4220 William Penn Hwy, Monroeville, PA 15146 • United States

Apollo, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 01/2004 10/2018
First National Bank Of Pa State College PA 06/2019 11/2019
First National Bank Of Pa Monroeville PA 11/2019 Present
Cetera Investment Advisors Llc Monroeville PA 11/2019 Present
Cetera Investment Services Saint Cloud MN 11/2019 Present
Independent Contractor For Fnb State College PA 11/2018 Present
  • 01/2004 → 10/2018
    Pnc Investments
    Pittsburgh, PA
  • 06/2019 → 11/2019
    First National Bank Of Pa
    State College, PA
  • 11/2019 → Present
    First National Bank Of Pa
    Monroeville, PA
  • 11/2019 → Present
    Cetera Investment Advisors Llc
    Monroeville, PA
  • 11/2019 → Present
    Cetera Investment Services
    Saint Cloud, MN
  • 11/2018 → Present
    Independent Contractor For Fnb
    State College, PA
Previous Registrations
  • 2004-01-01 → 2018-11-01
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
  • 2003-06-03 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Pittsburgh, PA
Other Businesses

1) FIRST NATIONAL BANK OF PA, DIRECTOR OF SALES AND SERVICE 2) KISKI AREA CROSS COUNRTY BOOSTERS, TREASURER, BANK DEPOSITS AND BILL PAYING, CHECKS REQUIRE DUAL SIGNERS 3) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-25
S63 Uniform Securities Agent State Law Examination 1999-01-27
  • S65 Uniform Investment Adviser Law Examination
    2002-11-25
  • S63 Uniform Securities Agent State Law Examination
    1999-01-27
Other Names
  • Joyce Lynn Klinecrites
  • Joyce Lynn Klinecrites
  • Joyce Lynn Kline
  • Joyce Lynn Kline
  • Joyce Lynn Crites

View on SEC IAPD

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