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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | Huntingdon | PA | 06/2008 | 08/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 08/2017 |
| Lpl Financial, Llc | Huntingdon | PA | 08/2017 | 06/2024 |
| Northwest Bank | Huntingdon | PA | 09/2019 | 06/2024 |
| Osaic Institutions, Inc. | Meriden | CT | 06/2024 | Present |
| First Commonwealth Bank | Johnstown | PA | 06/2024 | Present |
1.) 10/8/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/07/2020 - 5 Hours Per Month/0 Hours During Securities Trading. 2.) 06/29/2022 - Altoona Area High School - Not Investment Related - 1415 6th Ave Altoona PA 16602 - Other - Coach - Girls Basketball Head Coach - Start Date - 07/01/2019 - 25 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-19 |
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