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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 | 2021-02-08 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Fidelity Investments | Beavercreek | OH | 11/2012 | 04/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2020 |
| Unemployed | Minster | OH | 05/2020 | 08/2020 |
| Minster Bank | Troy | OH | 09/2020 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 02/2021 | Present |
| Cetera Investment Advisers Llc | Troy | OH | 02/2021 | Present |
| Minster Bank | Troy | OH | 02/2021 | Present |
1.) MINSTER BANK, TRUST DEPARTMENT, DOES NOT MAKE INVESTMENT DECISIONS, DOES NOT PARTICIPATE IN THE EXECUTION OF TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC INVESTMENT PROFOLIOS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-17 |
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