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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
Branch Locations
305 W Chesapeake Ave Ste 311, Towson, MD 21204 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Towson | MD | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:INOVA FINANCIAL ASSOCIATES; Yes; 305 WEST CHESAPEAKE AVE STE 305; TOWSON; MD; 21204; FINANCIAL SERVICES; REGISTERED PRINCIPAL; 10/5/2016; 80; 80; CLIENT REVIEWS, SERVICE AND INVESTMENT MANAGEMENT.|NAME OF ENTITY: independent insurance agent; Yes; 305 West Chesapeake Ave. Suite 311; Towson; MD; 21204; Fixed insurance sales; Insurance Agent; 12/14/1990; 80; 160; sale of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-07 |
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