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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 | 2018-01-09 |
| WA | RA | APPROVED | 2014-01-21 |
Branch Locations
700 Washington Street, Vancouver, WA 98660 • United States
Vancouver, WA • 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 |
|---|---|---|---|---|
| Heritage Bank | Vancouver | WA | 04/2013 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 04/2013 | Present |
| Cetera Investment Advisers Llc | Vancouver | WA | 01/2014 | Present |
1.) HERITAGE BANK; 2.) MARY KAY SKIN CARE, LESS THAN 1 HR/WK, 50% COMMISSION ON SOLD PRODUCTS; 3.) VOLUNTEER USHER FOR NEW HEIGHTS CHURCH, 2/HRS/WK 4.) BOARD MEMBER FOR PEACEHEALTH SOUTHWEST MEDICAL CENTER FOUNDATION; PROVIDE GUIDANCE FOR FUNDRAISING. 5.) LIASON BETWEEN TRUST DEPARTMENT AT HERITAGE BANK AND CLIENT; MANAGES AND REVIEWS CLIENT'S FINANCIAL PLAN 6.) BOARD MEMBER FOR ESTATE PLANNING COUNCIL OF SOUTHWEST WASHINGTON; PROVIDE EDUCATION FOR THE MEMBERS; ORGANIZE EDUCATIONAL MEETINGS; .25 HR/WEEK 7.) BOARD MEMBER FOR NEW HEIGHTS FOUNDATION SUBCOMMITTEE, COMMUNICATE WITH DONORS AND DETERMINE, BY BOARD VOTE, HOW THE FUNDS ARE USED, 0.25/HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-11 |
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