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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
137 Commerce Park Drive, Ste E5, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Columbus | OH | 06/1975 | Present |
| Fidelity Union Life Ins. Co. | Dallas | TX | 06/1975 | Present |
| Stephen A. Pell | Westerville | OH | 10/1995 | Present |
| Voya Financial Advisors | Columbus | OH | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 180 NORTHWOODS BLVD; COLUMBUS; OH; 43235; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 11/14/2007; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY: Pell Financial Services; Yes; 180 NORTHWOODS BLVD; COLUMBUS; OH; 43235; FINANCIAL SERVICES/DBA; owner; 5/1/2004; 160; 160; DBA for sales of insurance and securities;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-22 |
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