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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
1135 W. Kansas St, Liberty, MO 64068 • United States
Kansas City, MO • 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 Advisors Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) DBA:JW WEALTH MANAGEMENT GROUP, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, SECURITIES AND INSURANCE, START OCTOBER 2013, 40 HOURS PER WEEK DURING -TRADING HOURS, PRESIDENT / FINANCIAL ADVISOR. (2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START 2009, 5 HRS/WEEK, VARIES DURING TRADING HOURS, INSURANCE AGENT SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE ; (3) NAME OF OTHER BUSINESS: DAD & DAUGHTER 5K RUN/ WALK ; INVESTMENT RELATED: NO ; ADDRESS: 505 E. 18TH AVE, KANSAS CITY, MO 64116 NATURE OF BUSINESS: CHARITY EVENT START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: HELP TO PLAN & COORDINATE EVENTS ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-05 |
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