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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-28 |
| PA | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Pathway Financial Group | Ephrata | PA | 01/2022 | Present |
| Concourse Financial Group Securities Inc | Ephrata | PA | 07/2022 | 02/2025 |
| Concourse Financial Group Securities Inc | Ephrata | PA | 01/2022 | 07/2022 |
| Fulton Bank | Lancaster | PA | 06/2019 | 12/2021 |
| Cedarville University | Cedarville | OH | 09/2015 | 05/2019 |
| Precision Property Management | Lancaster | PA | 01/2018 | 07/2020 |
| Fulton Bank | Lancaster | PA | 05/2018 | 08/2018 |
| Te Connectivity | Middletown | PA | 05/2017 | 08/2017 |
| Concourse Financial Group Securities Inc | Ephrata | PA | 02/2023 | 02/2025 |
| Cetera Wealth Services, Llc | Ephrata | PA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) PATHWAY FINANCIAL GROUP; Investment Related; Ephrata, PA; Financial Services; 1) Adminstrative Support; Start Date 01/2022; 160 hours per month; I meet with clients to provide life, health, and annuity insurance products as well as provide adminstrative support to include attending meetings, taking notes and making and answering phone calls. 2) Broker; Start Date 02/2022; 16 hours per month with those hours per month occurring during trading hours; Provide administrative support to include client meeting attendance, meeting agenda preparation, report creation, summary note input and financial assessment studies. >
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-29 |
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