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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Lansdale | PA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Financial Independence Planning, LLC; Yes; 1495 ALLEN WOOD RD; CONSHOHOCKEN; PA; 19428; DBA; Senior Client Services; 2/14/2008; 160; 160; sales of financial products and services|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 33 JENKINS AVE; LANSDALE; PA; 19446; fixed insurance sales; independent insurance agent; 8/3/2010; 160; 160; sale of fixed insurance products|NAME OF ENTITY:Musselman Financial Solutions; Yes; 173 Main Street Suite B; Harleysville; PA; 19438; Financial Services/DBA; Senior Financial Adviser; 1/2/2019; 180; 160; Sale and Service Insurance, Securities and Investment Products.|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-15 |
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