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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-03-06
  • PA RA
    APPROVED
    Since 2017-03-06

Branch Locations

1913 N. Juniata Street, Hollidaysburg, PA 16648 • United States

311 Ski Gap Road, Claysburg, PA 16625 • United States

9503 Lincoln Highway, Lincoln Center, Bedford, PA 15522 • United States

2009 Pleasant Valley Blvd., Altoona, PA 16602 • United States

8470 William Penn Road, Osterburg, PA 16667 • United States

1047 Franklin Street, Johnstown, PA 15905 • United States

1541 Menoher Boulevard, Johnstown, PA 15905 • United States

708 West High Street, Ebensburg, PA 15931 • 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
Home Nursing Agency Altoona PA 06/2013 Present
First National Bank Of Pa Hollidaysburg PA 02/2016 02/2017
Cetera Investment Services Llc St. Cloud MN 02/2016 02/2017
Cetera Investment Advisors Huntingdon PA 01/2017 02/2017
Infinex Investments, Inc. Meriden DE 02/2017 Present
First Commonwealth Bank Hillidaysburg PA 02/2017 Present
  • 06/2013 → Present
    Home Nursing Agency
    Altoona, PA
  • 02/2016 → 02/2017
    First National Bank Of Pa
    Hollidaysburg, PA
  • 02/2016 → 02/2017
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2017 → 02/2017
    Cetera Investment Advisors
    Huntingdon, PA
  • 02/2017 → Present
    Infinex Investments, Inc.
    Meriden, DE
  • 02/2017 → Present
    First Commonwealth Bank
    Hillidaysburg, PA
Previous Registrations
Other Businesses

1.) HOME NURSING AGENCY-CAREGIVER 5 HRS WK/10.00 HR. Started in June 2013. Help autistic/special needs individuals with daily activities. 2) First Commonwealth Bank Trust Division. Yes, investment related. Approx 8 hours per month during trading hours. 3) Rotary of Hollidaysburg.. Not investment related. Treasurer. Started July 2021. Collect Quarterly member dues and pay club expenses. Volunteering for local blood drives and street cleanup.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-28
S63 Uniform Securities Agent State Law Examination 2015-04-30
  • S65 Uniform Investment Adviser Law Examination
    2016-12-28
  • S63 Uniform Securities Agent State Law Examination
    2015-04-30

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