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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 | 2024-01-03 |
| IN | RA | APPROVED | 2015-04-02 |
Branch Locations
8711 River Crossing Blvd, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 04/2015 | Present |
| Firsrt Merchants Bank | Indianapolis | IN | 02/2015 | Present |
| Cetera Investment Advisers Llc | Indianapolis | IN | 04/2015 | Present |
1.)FIRST MERCHANTS TRUST, BUSINESS DEVELOPMENT PROFESSIONAL, NON-INVESTMENT RELATED; 2.)HONORARY CONSUL FOR SWITZERLAND FOR THE STATE OF INDIANA; REPRESENTING SWITZERLAND PERIODICALLY AT EVENTS, MEETINGS, DINNERS; .5 HRS/WK; 3.)BOARD MEMBER AND DEVELOPMENT COMMITTEE MEMBER AT CENTRAL INDIANA POLICE FOUNDATION; PROVIDE ADVICE TO THE EXECUTIVE DIRECTOR AND HER STAFF FOR DIRECTION OF THE ORGANIZATION; ASSIST IN FUNDRAISING EFFORTS FOR THE ORGANIZATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
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