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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 | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Dsf Wealth Management Group | Pittsburgh | PA | 06/2011 | Present |
| Voya Financial Advisors | Bridgeville | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:SCOTT KEFFER INTERNATIONAL; No; 2535 WASHINGTON RD STE 1120; PITTSBURGH; PA; 15241; COACHING FINANCIAL ADVISORS TECHNIQUES; CONTRIBUTOR/CO-AUTHOR; 5/1/2017; 1; 0; COACHING FINANCIAL ADVISORS HOW TO ESTABLISHING CREDIBILITY AND HOW TO USE THE TECHNIQUES.|NAME OF ENTITY:DSF Wealth Management Group LLC; Yes; 1195 WASHINGTON PIKE; PITTSBURGH; PA; 15017; DBA; partial owner, independent agent; 6/13/2011; 160; 160; Providing insurance and finacnial services to clients and prospects|NAME OF ENTITY:St Elizabeth Parish; No; ONE GROVE PLACE; PITTSBURGH; PA; 15236; church; finance committee; 1/1/2005; 12; 12; quarterly meetings to determine budgets for both the church and school|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1195 WASHINGTON PIKE STE 102; BRIDGEVILLE; PA; 15017; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 4/22/2004; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-02 |
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