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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 08/2005 | 08/2023 |
| Eaton Vance Management | Boston | MA | 08/2005 | 08/2023 |
| Lincoln Investment | Fort Washington | PA | 02/2024 | 10/2024 |
| Self Employed | Englewood | FL | 08/2023 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 05/2024 | 10/2024 |
| Capital Analysts | Fort Washington | PA | 05/2024 | 10/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2024 | 10/2024 |
| Cetera Investment Advisers Llc | Dunedin | FL | 10/2024 | 10/2024 |
| Achieva Credit Union | Venice | FL | 10/2024 | Present |
| Cetera Investment Advisers Llc | Venice | FL | 10/2024 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 10/2024 | Present |
1. CAP-SNACKS LLC, 49% OWNER AND CEO, HIGH END VENDING MACHINES. 2. PRESIDENT OF STILLWATER HOMEOWNERS ASSOCIATION; RESPONSIBLE FOR APPROVING THE PAYING OF INVOICES; 1 HR/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 1991-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-25 |
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