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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29

Branch Locations

1195 Washington Pike Ste 102, Bridgeville, PA 15017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2021 → 04/2022
    Dai Management Consultants, Inc.
    Carnegie, PA
  • 09/2020 → 12/2020
    Unemployed
    Pittsburgh, PA
  • 09/2018 → 09/2020
    Ey
    Cleveland, OH
  • 04/2022 → Present
    Dsf Wealth Management Group, Llc
    Bridgeville, PA
  • 08/2014 → 09/2018
    John Carroll University
    University Heights, OH
  • 04/2022 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Designations
Other Names
  • Matthew Sasala

View on SEC IAPD

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