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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
37 Ferry Ln, Milton Grove, PA 17847 • United States
1529 Washington Blvd., Williamsport, PA 17701 • United States
Williamsport, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jssb | Williamsport | PA | 01/2013 | 09/2018 |
| Voya Financial Advisors, Inc. | Williamsport | PA | 02/2015 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Sl Financial Group Llc | Williamsport | PA | 04/2025 | Present |
| Pinpoint Financial Solutions | Williamsport | PA | 06/2025 | Present |
1. NAME OF ENTITY: HSI Properties, LLC; No; 1440 MANSEL AVE; WILLIAMSPORT; PA; 17701; Rental Property; Owner (50%); 7/1/2014; 5; 0; Maintain and rent out property; 2. NAME OF ENTITY: American Youth Soccer Organization-Montoursville; No; Mill St; Montoursville; PR; 17754; Youth Soccer; Head Coach; 8/19/2019; 5; 0; practice prep, developing young kids soccer skills, sideline coaching during games, communication to parents.; 3. NAME OF ENTITY: JS Wealth, LLC; No; 300 Market St; Williamsport; PR; 17701; tax purposes; Owner; 4/1/2020; 160; 160; pay payroll, expenses; 4. NAME OF OTHER BUSINESS: THE COMPREHENSIVE FINANCIAL GROUP LOWE/SEKEL TEAM INVESTMENT RELATED: YES, ADDRESS: 300 MARKET ST, WILLIAMSPORT, PA, 17701; NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 03/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, MARKETING PURPOSE ONLY; 5. NAME OF ENTITY: Loyalsock Township HS Basketball; No; 1605 4 Mile Dr; Williamsport; PR; 17701; Asst Coach for girls basketballs; Asst Coach; 5/1/2021; 8; 0; Help develop skills, build team chemistry. Extra set of eyes for practices, games; 6. NAME OF OTHER BUSINESS: PINPOINT FCU; INVESTMENT RELATED: YES; ADDRESS: 37 FERRY LN, MILTON, PA 17847; NATURE OF BUSINESS: FEDERAL CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 3/2025; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL - NOT EMPLOYED BY INSTITUTION; 7. NAME OF OTHER BUSINESS: SL FINANCIAL GROUP LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 35, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 8. NAME OF OTHER BUSINESS: PINPOINT FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-26 |
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