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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Harleysville | PA | 08/2015 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Musselman Financial Solutions | Harleysville | PA | 10/2024 | Present |
(1) NAME OF OTHER BUSINESS: MUSSELMAN FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: VP OF OPERATIONS; APX NUMBER OF HOURS PER WEEK: 44, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: SELL AND SERVICE SECURITIES AND INVESTMENT PRODUCTS, ASSISTING CLIENTS ON MEDICARE PART D PLANS AS AN ADDITIONAL SERVICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-17 |
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