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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-11-19 |
| PA | RA | APPROVED | 2025-11-19 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
717 Constitution Drive, Suite 202, Exton, PA 19341 • United States
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-06 |
| DE | RA | APPROVED | 2025-10-30 |
Branch Locations
415 Eagleview Blvd Suite 110, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ritas Water Ice | Bear | DE | 06/2017 | 06/2025 |
| Thomas Jefferson University | Philadelphia | PA | 08/2024 | 05/2025 |
| Chester Water Authority | Chester | PA | 07/2024 | 08/2024 |
| Creative Financial Group | Newtown Square | PA | 06/2024 | 07/2024 |
| Youth Professional Training | Philadelphia | PA | 03/2024 | 06/2024 |
| Hunter Soccer Club | Glenside | PA | 09/2021 | 06/2022 |
| Factory Donuts | Media | PA | 08/2019 | 07/2020 |
| Schaefers Canal House | Chesapeake City | MD | 06/2016 | 07/2018 |
| Full Time Student - Caravel Academy | Bear | DE | 08/2016 | 06/2020 |
| Full Time Student - Thomas Jefferson University | Philadelphia | PA | 08/2020 | 05/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 06/2025 | Present |
| Brumbaugh Wealth Management | Exton | PA | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Advisornet Financial Llc, Dba Advisornet Wealth Partners | Minnetonka | MN | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: BRUMBAUGH WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL SUPPORT TO CLIENTS WHEN NEEDED; 2. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL LLC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE ; START DATE: 11/2025 ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 8 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2025; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
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