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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 | 2023-04-03 |
| CA | RA | APPROVED | 2004-07-02 |
Branch Locations
41911 5Th Street Suite 300, Temecula, CA 92590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Daniel S. Venne, Cpa | Temecula | CA | 02/1990 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2004 | Present |
1)NAME OF OTHER BUSINESS: DANIEL S. VENNE, CPA; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PUBLIC ACCOUNTING PRACTICE; START DATE: 02/1990; POSITION/TITLE/RELATIONSHIP: OWNER / CPA; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, TAX AND AUDIT SERVICES, LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS; 2)5TH AND MERCEDES, LLC, NOT INVEST REL, SAME AS REGISTERED ADDRESS, OFFICE BUILDING OWNERSHIP, START 11/14/03, 5HR/WK NOT DURING TRADING, 40% OWNERSHIP AND PARTICIPATE IN MANAGEMENT. 4)NAME OF OTHER BUSINESS: TEMECULA SISTER CITY ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 41911 5TH STREET SUITE 300, TEMECULA, CA 92590; NATURE OF BUSINESS: NON PROFIT / EDUCATIONAL CULTURAL EXCHANGE; START DATE: 07/1993; POSITION/TITLE/RELATIONSHIP: DIRECTOR / TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ASSIST IN FACILITATING STUDENT AND CULTURAL EXCHANGES IN JAPAN AND THE NETHERLANDS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-09 |
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