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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 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

807 East Main St, Bradford, PA 16701 • 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
Fox Holdings Inc Dba H&R Block Bradford PA 01/2016 Present
University Of Pittsburgh At Bradford Bradford PA 08/2013 05/2021
Jamestown Community College Olean NY 08/2018 05/2021
Norther Pa Regional College Bradford PA 08/2019 12/2019
Superuser Technologies Bradford PA 05/2019 12/2020
Cetera Advisor Networks El Segundo CA 01/2022 07/2022
Cetera Wealth Services, Llc El Segundo CA 07/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 01/2016 → Present
    Fox Holdings Inc Dba H&R Block
    Bradford, PA
  • 08/2013 → 05/2021
    University Of Pittsburgh At Bradford
    Bradford, PA
  • 08/2018 → 05/2021
    Jamestown Community College
    Olean, NY
  • 08/2019 → 12/2019
    Norther Pa Regional College
    Bradford, PA
  • 05/2019 → 12/2020
    Superuser Technologies
    Bradford, PA
  • 01/2022 → 07/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2022 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: FOX HOLDINGS INC DBA H&R BLOCK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PLANNING START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: OFFICE MANAGER AND MASTER TAX ADVISOR APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PLAN, PREPARE AND ADVICE TAX CLIENTS; 2. NAME OF OTHER BUSINESS: FOX FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2023; 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 LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: BRADFORD AREA CHRISTIAN ACADEMY INC; INVESTMENT RELATED: NO; ADDRESS: 25 CHAMBERS ST, BRADFORD, PA 16701; NATURE OF BUSINESS: SCHOOL BOARD; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP IN THE GATHERING, ANALYZING AND DISCUSSION OF DECISIONS IN RELATION TO THE SCHOOL DEVELOPMENT COMMITTEE; 5. NAME OF OTHER BUSINESS: FRANCES SHERMAN AUXILIARY TO VFW POST 212; INVESTMENT RELATED: NO; ADDRESS: 94 BARBOUR ST, BRADFORD, PA 16701; NATURE OF BUSINESS: BOARD; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: AUXILIARY MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER AUXILIARY MEMBER;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21
Other Names
  • Sarah Elizabeth Monger
  • Sarah Elizabeth Monger Boser

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