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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 2024-04-23
  • PA RA
    APPROVED
    Since 2024-04-23

Branch Locations

1 Giant Ln, Carlisle, PA 17013 • 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
Full Time Student Millersville PA 08/2016 05/2017
Dicks Sporting Goods Harrisburg PA 05/2017 08/2017
Dicks Sporting Goods Lancaster PA 08/2017 05/2019
Liberty Mutual Insurance Lancaster PA 05/2019 08/2019
Full Time Student Millersville PA 08/2019 05/2020
Unemployed Middletown PA 05/2020 08/2020
Orrstown Bank Camp Hill PA 08/2020 11/2021
Orrstown Bank Camp Hill PA 11/2023 Present
Orrstown Financial Advisors Camp Hill PA 11/2023 Present
Cetera Advisor Networks Llc El Segundo CA 10/2021 11/2023
Cetera Wealth Services, Llc El Segundo CA 11/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2024 Present
  • 08/2016 → 05/2017
    Full Time Student
    Millersville, PA
  • 05/2017 → 08/2017
    Dicks Sporting Goods
    Harrisburg, PA
  • 08/2017 → 05/2019
    Dicks Sporting Goods
    Lancaster, PA
  • 05/2019 → 08/2019
    Liberty Mutual Insurance
    Lancaster, PA
  • 08/2019 → 05/2020
    Full Time Student
    Millersville, PA
  • 05/2020 → 08/2020
    Unemployed
    Middletown, PA
  • 08/2020 → 11/2021
    Orrstown Bank
    Camp Hill, PA
  • 11/2023 → Present
    Orrstown Bank
    Camp Hill, PA
  • 11/2023 → Present
    Orrstown Financial Advisors
    Camp Hill, PA
  • 10/2021 → 11/2023
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ORRSTOWN BANK; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL - EMPLOYED BY THE INSTITUTION. 3. NAME OF OTHER BUSINESS: ORRSTOWN FINANCIAL ADVISORS INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR FOR CETERA ADVISOR NETWORKS CLIENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-19
  • S66 Uniform Combined State Law Examination
    2024-04-19

View on SEC IAPD

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