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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 | 2024-01-09 |
Branch Locations
555 City Avenue Suite 440, Bala Cynwyd, PA 19004 • United States
Philadelphia, PA • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cordasco Financial Network, Inc. | Naples | FL | 08/2012 | 12/2021 |
| Andrew Garrett, Inc. | New York | NY | 09/2012 | 12/2021 |
| Mercer Global Advisors Inc. | Haddonfield | NJ | 01/2022 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 01/2024 | Present |
| Cetera Investment Advisers Llc | Philadelphia | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-08 |
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