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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 | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 06/2012 | 01/2022 |
| Unemployed | Royersford | PA | 02/2022 | 04/2022 |
| Td Ameritrade | Radnor | PA | 05/2022 | 01/2024 |
| Charles Schwab & Co., Inc. | Radnor | PA | 06/2022 | 01/2024 |
| Td Ameritrade Investment Management, Llc. | Radnor | PA | 06/2022 | 01/2024 |
| Charles Schwab Bank, Ssb | Radnor | PA | 12/2022 | 01/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2024 | 12/2024 |
| Citadel Federal Credit Union | Limerick | PA | 01/2024 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Phoenixville | PA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-30 |
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