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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-29
  • PA RA
    APPROVED
    Since 2025-10-29

Branch Locations

500 Olde Hickory Rd Suite 1, Lancaster, PA 17601 • 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
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
  • 02/2022 → 08/2025
    Bank Of America
    New York, NY
  • 05/2019 → 02/2022
    Bank Of America
    New York, NY
  • 06/2017 → 05/2019
    Bank Of America
    New York, NY
  • 08/2025 → Present
    Orrstown Bank Dba Orrstown Financial Advisors
    Lancaster, PA
  • 07/2025 → Present
    Banwell Montealegre Llc
    Mount Joy, PA
  • 08/2015 → 06/2017
    Shippensburg University
    Shippensburg, PA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2025 → Present
    Schaumburg, IL
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28

View on SEC IAPD

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