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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Car Zone Inc | Richmond | VA | 01/2012 | 09/2016 |
| Wells Fargo Advisors, Llc | Washington | DC | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 08/2016 | 11/2018 |
| Cuna Mutual Group | Waverly | IA | 11/2018 | 06/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2018 | 06/2020 |
| Wells Fargo Clearing Services, Llc | Vienna | VA | 07/2020 | 03/2022 |
| Wells Fargo Bank, Na | Vienna | VA | 06/2020 | 03/2022 |
| First National Bank Of Pa | Bethesda | MD | 04/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 10/2023 | Present |
| Cetera Investment Advisers Llc | Bethesda | MD | 10/2023 | Present |
PRIVATE BANKER AT FIRST NATIONAL BANK OF PA; BANKING ACCOUNT OPENING, LOANDS, AND LINES OF CREDIT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-18 |
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