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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_RES | 2023-06-28 |
| PA | RA | APPROVED | 2022-01-10 |
Branch Locations
4600 J. Barry Court Ste. 220, Canonsburg, PA 15317 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Pittsburgh | PA | 11/2008 | 10/2019 |
| Citizens Securities, Inc. | Monroeville | PA | 10/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2022 | Present |
| Cetera Investment Advisers Llc | Canonsburg | PA | 01/2022 | Present |
1) BOARD MEMBER FOR WATER AND SEWAGE MUNICIPAL AUTHORITY FOR PLUM BOROUGH, VOTE ON AGENDA ITEMS INCLUDING BUDGETS, BOROUGH PROJECTS, FACILITY, EQUIPMENT PURCHASES, EMPLOYMENT AND FEES TO RESIDENTS; 2/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-24 |
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