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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-23 |
| PA | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
999 Eisenhower Blvd Ste D2-6, Johnstown, PA 15904 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Point Of Rocks, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charts Don't Lie Llc | Amherst | MA | 09/2013 | 03/2017 |
| Lpl Financial | Johnstown | PA | 03/2017 | 10/2019 |
| Gladstone Wealth Group | Johnstown | PA | 12/2017 | 10/2019 |
| Cetera Advisor Networks | El Segundo | CA | 10/2019 | 01/2022 |
| Perspective Wealth Planning Llc | Johnstown | PA | 02/2017 | Present |
| Avantax Investment Services, Inc. | Johnstown | PA | 01/2022 | 09/2025 |
| Avantax Advisory Services | Johnstown | PA | 01/2022 | 09/2025 |
| Cetera Wealth Services, Llc | Johnstown | PA | 09/2025 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 09/2025 |
| Integrity Alliance, Llc | Johnstown | PA | 09/2025 | Present |
1) Visionairy Art; Not investment related; 1732 Fletchers Drive, Point of Rocks, MD 21777; AI art and t-shirt business; Owner; 01/01/2023; 4 hours per month; 0 hours during securities trading hours; Make designs and upload to website to sell. 2) Perspective Wealth Planning, LLC; Investment related; 999 Eisenhower Blvd, Ste D2-6, Johnstown, PA 15904; Wealth Management; Owner/Portfolio Manager; 02/01/2017; 160 hours per month; 160 hours during securities trading hours; Portfolio manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
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