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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-09 |
Branch Locations
2605 Nicholson Rd, Ste 2303, Sewickley, PA 15143 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 07/2024 |
| Baxter Services Llc | Sewickley | PA | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2024 |
| Org Partners | Roanoke | IN | 08/2024 | 01/2026 |
| Ascentis Independent Advisors | Dallas | TX | 01/2026 | Present |
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 10/19/2012, VARIOUS HRS/WK (TRADING HOURS), INSURANCE AGENT, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: BENCHMARK FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 7/2013, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BAXTER SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 4/2023; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: OWNER - LLC FOR REAL ESTATE INVESTMENTS; 4. Instructor at Community College of Allegheny County Teaching classes on retirement planning no compensation Starting 10/1/2025 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-23 |
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