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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 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
77 East King St, Shippensburg, PA 17257 • United States
12 S Main Street, Mercersburg, PA 17236 • United States
121 Lurgan Ave, Shippensburg, PA 17257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orrstown Bank | Shippensburg | PA | 08/2012 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2014 | Present |
| Waynesboro Borough Council | Waynesboro | PA | 03/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: ORRSTOWN FINANCIAL ADVISORS DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR START DATE: 08/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: MAINSTREET WAYNESBORO; INVESTMENT RELATED: NO; ADDRESS: 13 WEST MAIN STREET, WAYNESBORO, PA 17268; NATURE OF BUSINESS: NON-PROFIT/REVITALIZATION OF MAINSTREET; START DATE: 04/2019; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER / TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RECONCILING THE BOOKS AND HELP FURNISH THE ANNUAL BUDGET, NO CHECK WRITING OR SIGNING AUTHORITY; 3. NAME OF OTHER BUSINESS: LEADERSHIP FRANKLIN COUNTY STEERING COMMITTEE; INVESTMENT RELATED: NO; ADDRESS: 100 LINCOLN WAY EAST, CHAMBERSBERG, PA 17201; NATURE OF BUSINESS: NON PROFIT / COMMUNITY QUALITY AND GROWTH; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: AID OTHER COMMUNITY MEMBERS IN MANAGING THE PROGRAM AND PROVIDE OPPORTUNITES TO FUTURE CIVIC LEADERS 4. NAME OF OTHER BUSINESS: PUPS PALMS AND SANDS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: VACATION RENTALS; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VACATION RENTAL PROPERTIES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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