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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 | 2025-03-28 |
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
101 Parkshore Dr Ste 100, Folsom, CA 95630 • United States
El Dorado Hills, CA • United States
2 disclosure categories 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 |
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 2007, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. RAMEY FINANCIAL SERVICES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR SECURITIES AND INSURANCE SERVICES, START 2007, 40HRS/WK (32.5 TRADING HOURS), OWNER - SELLS LIFE, HEALTH, & DISABILITY INSURANCE, AND GENERAL SECURITIES; 3. NAME OF OTHER BUSINESS: BRIDLEWOOD CANYON HOA, INVESTMENT RELATED: NO, ADDRESS: 12009 FOUNDATION PLACE STE. 310, GOLD RIVER, CA 95670, NATURE OF 05/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: GENERAL BOARD MEMBER FOR THE ASSOCIATION.;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-04 |
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