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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 | 2026-02-22 |
| CA | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 11/2011 | 05/2021 |
| Forge Securities Llc | San Francisco | CA | 08/2021 | 07/2023 |
| Sharespost Financial Corp | San Francisco | CA | 05/2021 | 08/2021 |
| Lpl Financial Llc | San Diego | CA | 11/2023 | 09/2025 |
| Unemployed | La Jalla | CA | 07/2023 | 11/2023 |
| Cetera Advisors Llc | Greenwood Village | CO | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-28 |
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