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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
2300 St Clair Ave, Cleveland, OH 44114 • United States
1222 W. Pleasant Valley Rd, Parma, OH 44134 • United States
2301 Payne Ave, Cleveland, OH 44114 • United States
20333 Emerald Parkway, Cleveland, OH 44132 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | South Euclid | OH | 01/1979 | Present |
| Blue Line Financial Cleveland | Cleveland | OH | 10/2000 | Present |
| Cetera Wealth Services, Llc | El Segundo | CO | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
VARIOUS INSURANCE COMPANIES, AGENT OFFERS FIXED INSURANCE; LIFE, HEALTH, ANNUITIES AND LONG TERM CARE; FIREFIGHTERS COMMUNITY CREDIT UNION, INVESTMENT ADVISOR AND MANAGER OF BRANCH; TAX AND RETIREMENT PLANNING, TAX PREPARATION AND TAX PLANNING, SELF EMPLOYED;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-22 |
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