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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 | 2023-11-09 |
| CA | RA | APPROVED | 2020-11-12 |
Branch Locations
1400 N. Harbor Blvd. Suite 560, Fullerton, CA 92835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 02/2002 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Fullerton | CA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1.) GOLDEN HILLS INVESTMENT ADVISORS; OWNER; DBA; START DATE 04/12/2013; 160 HOURS PER MONTH. 2.) MATTHEW KLAHORST AND HEIDI LUERRA INTERACTIVE ACCOUNT; POA; FIDUCIARY POSITION (TRUSTEE,POA, EXECUTOR,ETC.); START DATE 01/01/2021; 4 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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