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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-17 |
Branch Locations
14043 Sw Walnut Creek Way, Tigard, OR 97223 • United States
9900 Sw Greenburg Rd #275, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mji, Inc. Dba: Hagan Hamilton Insurance | Mcminnville | OR | 06/2011 | 10/2017 |
| Voya Financial Advisors, Inc. | Clackamas | OR | 09/2017 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/20/2017; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY:MCKAY WEALTH MANAGEMENT; Yes; 6000 SOUTHCENTER BLVD #70; TUKWILA; WA; 98188; FINANCIAL SERVICES/DBA; CUSTOMER RELATIONSHIP MANAGER; 11/1/2017; 160; 160; SERVE AS SUPPORT CONTACT FOR ASSIGNED CLIENT RELATIONSHIPS,COORDINATE AND FOLLOW IT THROUGH; 3. NAME OF OTHER BUSINESS: MCKAY RETIREMENT CONSULTANTS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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