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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalejta Financial Management | Sanatoga | PA | 06/2017 | 08/2025 |
| Ursinus College | Collegeville | PA | 08/2014 | 05/2018 |
| Voya Financial Advisors, Inc. | Sanatoga | PA | 03/2018 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: Flagship Financial; Yes; 55 Sunnybrook Road; Sanatoga; PA; 19464; Financial Services/dba; Financial Advisor; 5/3/2021; 160; 160; Sale and Service Insurance, Securities and Investment Products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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