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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED_RES | 2025-09-23 |
Branch Locations
999 Eisenhower Blvd Ste D2-6, Johnstown, PA 15904 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 02/2017 |
| Cetera Investment Advisers Llc | Johnstown | PA | 02/2014 | 02/2017 |
| Lpl Financial, Llc | Johnstown | PA | 02/2017 | 10/2019 |
| Gladstone Institutional Advisory, Llc (Gladstone Wealth Group) | Johnstown | PA | 02/2017 | 10/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2019 | 01/2022 |
| Perspective Wealth Planning | Johnstown | PA | 02/2017 | Present |
| Avantax Investment Services, Inc. | Johnstown | PA | 01/2022 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 01/2022 | 09/2025 |
| Avantax Insruance Agency Llc | Johnstown | PA | 01/2022 | 09/2025 |
| Perspective Wealth Planning Llc | Johnstown | PA | 02/2017 | Present |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 09/2025 |
| Integrity Alliance, Llc | Johnstown | PA | 09/2025 | Present |
1) Perspective Insurance Group; investment-related; 999 Eisenhower Blvd, STE D2-6, Johnstown, PA, 15904; Offering fixed annuities, life insurance, and property and casualty insurance; Owner; 09/08/2025; 25 hours per month; 1 hour during securities trading hours; Fixed annuity and life sales 2) Perspective Wealth Planning; investment-related; 999 Eisenhower Blvd, STE D2-6, Johnstown, PA, 15904; Business DBA; Owner; 02/01/2017; 40 hours per month; 8 hours during securities trading hours; Own and operate Perspective Wealth Planning 3) IRON COMPASS COLLECTIVE POSITION: Employee NATURE: I am the Chief of Advisor Experience for Iron Compass Collective. I am going to be recruiting advisors to join our firm through Integrity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/02/2026 ADDRESS: 7901 4th St N, 32872, St Petersburg FL 33702, United States DESCRIPTION: Recruiting Advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-28 |
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