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20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-30 |
| IL | RA | APPROVED | 2026-07-07 |
Branch Locations
20860 N Tatum Blvd Suite 300, Phoenix, AZ 85050 • United States
Oak Park, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 06/2017 | 07/2025 |
| Jpm Consulting | Oak Park | IL | 06/2015 | 07/2026 |
| Cetera Investment Advisers Llc | Oak Park | IL | 02/2018 | 07/2025 |
| Exemplar Wealth Advisors, Llc | Phoenix | AZ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-26 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-29 |
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