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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 | 2025-09-05 |
| VA | RA | APPROVED | 2025-09-05 |
Branch Locations
239 Lincoln Way East, Chambersburg, PA 17201 • United States
3420 Electric Road Suite 2B, Cave Spring, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrows Sollenberger Group | Chambersburg | PA | 02/2022 | 03/2023 |
| Montgomery County Md | Gaithersburg | MD | 02/2014 | 04/2022 |
| Avantax Investment Services Inc. | Chambersburg | PA | 09/2022 | 09/2025 |
| Avantax Advisory Services | Chambersburg | PA | 09/2022 | 09/2025 |
| Csb Outdoor Supply, Llc | Clarksburg | MD | 09/2019 | 11/2021 |
| Barrows Sollenberger Group | Chambersburg | PA | 02/2022 | Present |
| Barrows Trostle Advisors | Chambersburg | PA | 03/2023 | Present |
| Cetera Wealth Services, Llc | Cave Spring | VA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Bsv Cpas And Wealth Advisors Llc | East Chambersburg | PA | 10/2025 | Present |
1)BARROWS TROSTLE ADVISORS POSITION: Financial Advisor NATURE: I am a member of the Barrows Trostle Advisors team which provides financial planning and investment management services to our clients. The position includes ongoing relationship management, plan development and presentation, as well as research and presentation of securities as part of a holistic financial plan. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 03/01/2023 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Analyze financial information that clients provide to create plans. Using financial software to develop and present financial plans. Produce financial reports and present to clients. Client contact and ongoing relationship management, Portfolio building and asset allocation, Research and presentation of financial information 2) BARROWS SOLLENBERGER GROUP POSITION: Client Service Manager NATURE: Accounting/tax preparation services, payroll, small business valuations, bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/28/2022 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Assist in maintaining, creating, and gathering client materials for meetings. Improve internal and external processes to gain efficiency. Create value for existing clients and attract new clients through marketing and general networking. Maintain digital and social media marketing platforms/plan client events. Support the overall mission by performing miscellaneous administrative duties 3)FOUR BEARS INVESTMENTS LLC POSITION: Member NATURE: Rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2007 ADDRESS: 2017 Criders Church Road, Chambersburg PA 17202, United States DESCRIPTION: Provide bookkeeping support 4) Barrows Trostle Advisors; Financial Advisor; I am a member of the Barrows Trostle Advisors team which provides financial planning and investment management services to our clients. The position includes ongoing relationship management, plan development and presentation, as well as research and presentation of securities as part of a holistic financial plan.; IR; 120; 03/01/2023; 239 Lincoln Way East Chambersburg PA 17201; Analyze financial information that clients provide to create plans. Using financial software to develop and present financial plans Produce financial reports and present to clients. Client contact and ongoing relationship management Portfolio building and asset allocation. Research and presentation of financial information 5) BSV CPAs and Wealth Advisors LLC; Member; Entity holding company; NIR; 1; 0; 10/01/2025; 239 Lincoln Way East Chambersburg PA 17201; Management of the holding company alongside other members. 6) NAME OF OTHER BUSINESS: BSV CPAS AND WEALTH ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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