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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sl Pierce Agency | Columbus | OH | 07/2001 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.ZERKLE FINANCIAL SERVICES, FIXED INSURANCE AGENT AND FINANCIAL SERVICES, START 03/14/2006, 100% OWNER, COMMISSIONS. 2.NAME OF OTHER BUSINESS: COLLEGE FUNDING SOLUTIONS OF OHIO, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COLLEGE FUNDING AND FINANCIAL AID CONSULTING; START DATE: 3/2014; POSITION/TITLE/RELATIONSHIP: MANAGER/OWNER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 7; BRIEF DESCRIPTION OF DUTIES: OVERSEE ONE OTHER CLERICAL EMPLOYEE AND HAVE FROM TIME TO TIME, AS DEMAND HAS DEMANDED, OVERSEEN A 2ND COLLEGE AID CONSULTANT AND SALESPERSON FOR SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-05-03 |
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