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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 | 2025-03-03 |
| NJ | RA | APPROVED | 2024-09-13 |
| PA | RA | APPROVED | 2024-09-12 |
Branch Locations
792 Chimney Rock Road Suite D, Martinsville, NJ 08836 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arconic | Lancaster | PA | 05/2018 | 02/2020 |
| Philadelphia 76Ers, L.P | Camden | NJ | 03/2020 | 10/2024 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2014 | 05/2018 |
| Arconic | Pittsburgh | PA | 06/2017 | 08/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | 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: 02/2024; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ALLIED WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 33; BRIEF DESCRIPTION OF DUTIES: SALES AND MARKETING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-11 |
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