Best Investors Account Sign in
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 2025-12-03
  • PA RA
    APPROVED
    Since 2025-12-03

Branch Locations

117 South Allen Street, State College, PA 16801 • 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
First National Bank Of Pa State College PA 03/2008 06/2025
Cetera Investment Services Llc St.CLoud MN 02/2014 06/2025
Cetera Investment Advisors Llc State College PA 07/2016 06/2025
United Methodist Church State College PA 07/2025 11/2025
Cetera Investment Services Llc St Cloud MN 12/2025 Present
Cetera Investment Advisers Llc State Cllege PA 12/2025 Present
First National Bank Of Pa State College PA 11/2025 Present
  • 03/2008 → 06/2025
    First National Bank Of Pa
    State College, PA
  • 02/2014 → 06/2025
    Cetera Investment Services Llc
    St.CLoud, MN
  • 07/2016 → 06/2025
    Cetera Investment Advisors Llc
    State College, PA
  • 07/2025 → 11/2025
    United Methodist Church
    State College, PA
  • 12/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2025 → Present
    State Cllege, PA
  • 11/2025 → Present
    First National Bank Of Pa
    State College, PA
Previous Registrations
Other Businesses

UNITED METHODIST CHURCH, 1200 HAYMAKER RD, STATE COLLEGE, PA 16801, RELIGIOUS/NON-INVESTMENT RELATED, OCCASIONAL LAY SPEAKER, LEAD WORSHIP/PREACH, 5 HR/MONTH (AFTER HOURS), START 2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-07
S63 Uniform Securities Agent State Law Examination 2005-01-04
  • S66 Uniform Combined State Law Examination
    2016-07-07
  • S63 Uniform Securities Agent State Law Examination
    2005-01-04
Other Names
  • Kelly Jo Confer
  • Kelly Jo Pawling
  • Kelly Jo Smith
  • Kelly Jo Smith
  • Kelly Jo Wain
  • Kelly Jo Wian

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in State College, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor