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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 | 2024-01-12 |
Branch Locations
1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mellon Capital | Philadelphia | PA | 10/2016 | 02/2018 |
| Mbsc Securities Corporation | New York | NY | 08/2017 | 02/2018 |
| Mellon Capital | Pittsburgh | PA | 05/2012 | 10/2016 |
| Bny Mellon Securities Corp | Pittsburgh | PA | 02/2018 | 07/2022 |
| Dsf Wealth Management Group | Bridgeville | PA | 10/2023 | Present |
| Unemployed | Pittsburgh | PA | 08/2022 | 09/2022 |
| Full-Time Education | Pittsburgh | PA | 10/2022 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS IS A FINANCIAL PLANNING FIRM START DATE: 10/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ASSIST CLIENTS WITH FINANCIAL PLANS TO HELP ACHIEVE THEIR GOALS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-03 |
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