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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 | 2023-06-29 |
Branch Locations
1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S.R. Snodgrass, P.C. | Cranberry | PA | 06/2021 | 08/2021 |
| Keystone Human Services | Harrisburg | PA | 05/2019 | 07/2019 |
| Lindenwood Golf Club | Canonsburg | PA | 05/2018 | 06/2021 |
| Southpointe Golf Club | Canonsburg | PA | 05/2015 | 09/2017 |
| Saint Francis University | Loretto | PA | 08/2017 | 05/2022 |
| Peters Township School District | Mcmurray | PA | 06/2012 | 05/2017 |
| Unemployed | Mcmurray | PA | 05/2022 | 06/2022 |
| Dsf Wealth Management Group | Bridgeville | PA | 07/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 07/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-03 |
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