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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 | 2025-02-20 |
Branch Locations
2733 Willow Street Pike, Willow Street, PA 17584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vision Financial Services | Willow Street | PA | 10/2022 | Present |
| Concourse Financial Group Securities Inc | Willow Street | PA | 11/2022 | 02/2025 |
| David Chrysler Dodge Jeep Ram | Glen Mills | PA | 06/2021 | 10/2022 |
| Pennsylvania Army National Guard | Elizabethtown | PA | 08/2015 | Present |
| Videon Chrysler Dodge Jeep Ram | Newtown Square | PA | 07/2019 | 06/2021 |
| Jeff D'AMboise | Downing Town | PA | 06/2018 | 07/2019 |
| National Tire And Battery | Talleyville | DE | 01/2017 | 06/2018 |
| Cetera Wealth Services, Llc | Willow Street | PA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) VISION FINANCIAL SERVICES LLC (VFS LLC); Investment Related; Willow Street, PA; Investment Services; Administrative Support/Producer; Start Date 11/2022; 160 hours per month with those hours per month occurring during trading hours; Provide administrative support to the licensed financial professionals located in our office. >> 2) INSURANCE; Investment Related; Willow Street, PA; Insurance; Producer; Start Date 05/2023; 160 hours per month with the majority of those hours per month occurring during trading hours; Insurance sales and service offered in conjunction with my association with Vision Financial Services LLC. >> 3) PA ARMY NATIONAL GUARD; Non-Investment Related; Fort Indiantown GAP, Annville, PA 17003; Other; Military; Start Date 10/2024; 20 hours per month with no hours per month occurring during trading hours; Conduct maintenance on wheeled vehicles. 4) NAME OF OTHER BUSINESS: REFERRAL PARTNERS PLUS (LANCASTER SOUTH); INVESTMENT RELATED: NO; ADDRESS: 2901 WILLOW STREET PIKE WILLOW STREET, PA 17584; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: CHAPTER PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CHAIR MEETING, PARTICIPATE IN BOD MEETINGS, KEEP THE ORGANIZATIONS MISSION, SET AGENDA AND RUN MEETINGS, COMMUNICATE INFORMATION TO THE CHAPTER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-09 |
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