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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 | 2025-10-29 |
Branch Locations
500 Olde Hickory Rd Suite 1, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | New York | NY | 02/2022 | 08/2025 |
| Bank Of America | New York | NY | 05/2019 | 02/2022 |
| Bank Of America | New York | NY | 06/2017 | 05/2019 |
| Orrstown Bank Dba Orrstown Financial Advisors | Lancaster | PA | 08/2025 | Present |
| Banwell Montealegre Llc | Mount Joy | PA | 07/2025 | Present |
| Shippensburg University | Shippensburg | PA | 08/2015 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: ORRSTOWN BANK DBA ORRSTOWN FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES ON BANK PREMISES; 2. NAME OF OTHER BUSINESS: BANWELL MONTEALEGRE LLC; INVESTMENT RELATED: NO; ADDRESS: MOUNT JOY, PA 17552; NATURE OF BUSINESS: SHORT TERM RENTAL; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE THE PROPERTY AND OPERATIONS; 3. NAME OF OTHER BUSINESS: ORRSTOWN FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES ON BANK PREMISES; 4. NAME OF OTHER BUSINESS: VOYAGE MOUNT JOY; INVESTMENT RELATED: NO; ADDRESS: 977 WEST MAIN STREET, MOUNT JOY, PA 17552; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND PERIODIC BOARD MEETINGS AND PROVIDE GENERAL COMMUNITY INPUT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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