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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| PA | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kutztown University Of Pennsylvania | Kutztown | PA | 08/2015 | 05/2020 |
| Thrivent Financial | Camp Hill | PA | 06/2019 | 11/2019 |
| Psecu | Kutztown | PA | 01/2018 | 03/2020 |
| Northwestern Mutual | Mechanicsburg | PA | 05/2018 | 12/2018 |
| Thrivent Investment Management Inc | Mechanicsburg | PA | 05/2020 | 09/2021 |
| Thrivent Financial | Mechanicsburg | PA | 06/2020 | 09/2021 |
| Massmutual Life Insurance Co | Mechanicsburg | PA | 12/2023 | 11/2025 |
| Mml Investors Services, Llc | Mechanicsburg | PA | 11/2023 | 11/2025 |
| Pfm Am - Us Bank Am | Harrisburg | PA | 09/2021 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Mechanicsburg | PA | 12/2017 | 01/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Bar Financial Partners | Mechanicsburg | PA | 11/2025 | Present |
| Bar Financial | Mechanicsburg | PA | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BAR FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: SANDY SHORES INC. INVESTMENT RELATED: NO ADDRESS: 6132 GALLEON DRIVE MECHANICSBURG, PA 17050 NATURE OF BUSINESS: CHARITY THAT PROMOTES FINANCIAL LITERACY START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT / BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: 2 HOURS PER QUARTER APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PRESIDE OVER ALL MEETINGS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-06 |
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