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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-03 |
Branch Locations
2407 Park Drive, Harrisburg, PA 17110 • United States
249 Applegarth Road, Monroe, NJ 08831 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | Harrisburg | PA | 10/2012 | 10/2016 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 10/2016 |
| Cetera Investment Advisers Llc | Harrisburg | PA | 02/2014 | 10/2016 |
| Cetera Advisor Networks | El Segundo | CA | 11/2016 | 01/2018 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2018 | 10/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2018 | 10/2018 |
| Smoker Wealth Management, Llc | Leola | PA | 01/2018 | 10/2018 |
| Mid Penn Bank | Harrisburg | PA | 10/2018 | Present |
| Infinex Investments, Inc. | Meriden | CT | 01/2019 | Present |
1.)Mid Penn Trust Department referrals. Yes, Investment related. Started in Oct 2018. Approx 4 hours per month all during trading hours. Trust Management, Referral Partner. 2.) MediPlan Connect. Yes, investment related. Starting Oct 2019. Approx 1 hour per month during trading hours. Licensed agent. Revenue override off medicareplans sold as a result of joint seminar.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-06 |
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