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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-17 |
| PA | RA | APPROVED | 2014-02-11 |
Branch Locations
4220 William Penn Highway, Monroeville, PA 15146 • United States
166 Ligonier Street, New Florence, PA 15944 • United States
Latrobe, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Pa | State College | PA | 08/2012 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | Present |
| Cetera Investment Advisors Llc | Monroeville | PA | 02/2014 | Present |
1.)RECEIVES COMPENSATION FOR REFERRALS TO FIRST NATIONAL BANK TRUST DEPARTMENT 2.)MEMBER AND OWNER OF KRF VISION LLC (FULTON FAMILY OPTICAL), A FAMILY BUSINESS, MANAGER, CONTACT WITH ACCOUNTANT TO SIGN PAYROLL AND YEAR END RETURNS, ENSURE COMPANY INSURANCE UP TO DATE, 1-2 HOURS PER WEEK." 3.) FIXED LIFE INSURANCE SALES OUTSIDE OF CETERA 4.) FULTON PROPERTY HOLDINGS LLC, 50% OWNER; KARTER’S LAWN CARE AND WELDING REPAIR LLC, 10% OWNER, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-13 |
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