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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2024-01-04 |
Branch Locations
3600 Wilshire Blvd Suite 1914, Los Angeles, CA 90010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Dfia, Llc Dba Derlan Financial & Insurance Agency Llc | Los Angeles | CA | 06/2019 | Present |
1. SALE OF FIXED INSURANCE (LIFE, HEALTH, ANNUITIES, LONG-TERM CARE). 2. REAL ESTATE SALES AGENT (NO ONWERSHIP). 5 HOURS PER WEEK. 3. NAME OF OTHER BUSINESS: DFIA, LLC DBA DERLAN FINANCIAL & INSURANCE AGENCY LLC , INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE SERVICES, START DATE: 06/2019, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: PROVIDE TRAINING, MARKETING , EDUCATION AND SERVICE TO " LIFE AND HEALTH INSURANCE" AGENT, ABOUT OBAMA HEALTH INSURANCE AND MEDICARE & MEDICAID HEALTH INSURANCE. .;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-30 |
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