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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 | 2025-08-25 |
Branch Locations
1246 Cornerstone Boulevard, Downingtown, PA 19335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2024 | 07/2025 |
| Dunkin Donuts | State College | PA | 07/2023 | 04/2024 |
| Stolen Sun | Exton | PA | 06/2022 | 08/2022 |
| Crafty Crab | Abington | PA | 10/2021 | 04/2022 |
| Highland Orchards | West Chester | PA | 06/2018 | 09/2020 |
| Unemployed | Downingtown | PA | 05/2014 | 01/2017 |
| Penn State University | State College | PA | 08/2020 | 05/2024 |
| Walgreens | Exton | PA | 02/2017 | 01/2018 |
| Unemployed | Downingtown | PA | 02/2018 | 05/2018 |
| Citadel Credit Union | Downingtown | PA | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Downingtown | PA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-17 |
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