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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
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 |
|---|---|---|---|---|
| Dai Management Consultants, Inc. | Carnegie | PA | 01/2021 | 04/2022 |
| Unemployed | Pittsburgh | PA | 09/2020 | 12/2020 |
| Ey | Cleveland | OH | 09/2018 | 09/2020 |
| Dsf Wealth Management Group, Llc | Bridgeville | PA | 04/2022 | Present |
| John Carroll University | University Heights | OH | 08/2014 | 09/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: DSF WEALTH MANAGEMENT GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNING ANALYST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: EVALUATION, CREATION, AND IMPLEMENTATION OF FINANCIAL PLANS, PROVIDES FINANCIAL ADVISORS WITH CLIENT-READY MATERIALS TO HELP EDUCATE AND COUNSEL THEIR CLIENTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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