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Current Employers
Secure Asset Management, L.L.C.

2565 West Maple Rd, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-01
  • PA RA
    APPROVED
    Since 2024-11-01

Branch Locations

2565 West Maple Rd, Troy, MI 48084 • United States

148 Meadville Street, Ednboro, PA 16412 • 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
Cadaret Grant Edinboro PA 05/2020 10/2024
Paceline Financial Edinboro PA 01/2019 Present
Byham's Insurance/Paceline Financial Meadville PA 11/2017 01/2019
Environmental Coordinations Services & Recycling Cochranton PA 10/2016 11/2017
Alpha Aromatics Pittsburgh PA 07/2015 10/2016
Hancock Capital Management, Inc. Altoona PA 08/2021 10/2024
  • 05/2020 → 10/2024
    Cadaret Grant
    Edinboro, PA
  • 01/2019 → Present
    Paceline Financial
    Edinboro, PA
  • 11/2017 → 01/2019
    Byham's Insurance/Paceline Financial
    Meadville, PA
  • 10/2016 → 11/2017
    Environmental Coordinations Services & Recycling
    Cochranton, PA
  • 07/2015 → 10/2016
    Alpha Aromatics
    Pittsburgh, PA
  • 08/2021 → 10/2024
    Altoona, PA
Previous Registrations
  • 2021-01-03 → 2024-11-01
    Cadaret, Grant & Co., Inc.
    Edinboro, PA
    Altoona, PA
  • 2021-09-28 → 2024-11-01
    Edinboro, PA
    Altoona, PA
Other Businesses

1) DBA: Paceline Financial, LLC, 148 Meadville Street, Edinboro, PA, Registered Advisor beginning 6/2020, investment related, 160 hours per month. Lines of Insurance: Fixed Annuities and Life/Health, Agent since 5/2018, in PA and TN, 150 hours per month, sell and service insurance customers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-04
  • S66 Uniform Combined State Law Examination
    2020-11-04

View on SEC IAPD

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