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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
625 Norland Ave, Chambersburg, PA 17201 • United States
77 East King St, Shippensburg, PA 17257 • 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 | Chambersburg | PA | 01/2006 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: DBA ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK POSITION/TITLE/RELATIONSHIP: REG REPRESENTATIVE START DATE: 10/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENTS (2) FIXED INSURANCE: LIFE, HEALTH, LTC.; (3) NAME OF OTHER BUSINESS: EDWIN D MARTIN & JUDITH M MARTIN PRIVATE FOUNDATION ; INVESTMENT RELATED: NO ; ADDRESS: 301 MCCROSSEN DRIVE, FAYETTEVILLE, PA 17222 ; NATURE OF BUSINESS: CHARITABLE FOUNDATION ; START DATE: 10/2020 ; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 PR YEAR ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 PR YEAR ; BRIEF DESCRIPTION OF DUTIES: APPROVE CHARITABLE DISTRIBUTIONS FROM FOUNDATION ; (4) NAME OF OTHER BUSINESS: CUMBERLAND VALLEY SCHOOL OF MUSIC ; INVESTMENT RELATED: NO ; ADDRESS: 1015 PHILADELPHIA AVE CHAMBERSBURG PA 17201 ; NATURE OF BUSINESS: SCHOOL OF MUSIC ; START DATE: 09/2020 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2HR/ MONTH ; APX NUMBER OF HOURS DURING TRADING HOURS: 2HR/ MONTH ; BRIEF DESCRIPTION OF DUTIES: GENERAL DECISIONS IMPACTING ORGANIZATION ; (5) NAME OF OTHER BUSINESS: MERCY HOUSE OF CHAMBERSBURG ; INVESTMENT RELATED: NO; ADDRESS: 730 NORLAND AVE CHAMBERSBURG, PA 17201 ; NATURE OF BUSINESS: NON PROFIT BOARD ; START DATE: 6/2022 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: GENERAL DECISIONS IMPACTING ORGANIZATION, PROVIDE OVERSIGHT FOR EXECUTIVE DIRECTOR ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-25 |
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