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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 07/2010 | 01/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2016 | 01/2017 |
| Lincoln Financial Securities Corporation | Edgewater | NJ | 06/2017 | 12/2017 |
| Unemployed | Edgewater | NJ | 02/2017 | 05/2017 |
| Securities America, Inc. | Fairfield | NJ | 12/2017 | 06/2024 |
| Securities America Advisors | Fairfield | NJ | 09/2021 | 06/2024 |
| Osaic Wealth, Inc. | Fairfield | NJ | 06/2024 | 01/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
1. Name of other business: Fixed insurance Investment related: Yes Address: Same as registered location Nature of business: Fixed Insurance Start Date: 01/2012 Apx number of hours per week: 5 Apx number of hours during trading hours: 0 Position/title/relationship: Insurance Agent Brief description of duties: Insurance Sales and Service 2. Name of other business: Professional Economic Growth Group Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name Start date: 01/2012 Position/title/relationship: Financial Professional Apx number of hours per week: 35 Apx number of hours during trading hours: 35 Brief description of duties: Providing financial services to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-02 |
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