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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pathway Planning Group | Baton Rouge | LA | 01/2005 | 01/2017 |
| Voya Financial Advisors | Baton Rouge | LA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1.) NAME OF ENTITY:ERIC ROBERTS; No; 10400 JEFFERSON HWY; BATONRAUGE; LA; ; RENTAL PROEPRTY; OWNER; 1/1/2010; 1; 0; MAINTAIN PROPERTY AND COLLECT RENT| 2.) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 533 EUROPE ST; BATON ROUGE; LA; 70802; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/12/2009; 10; 8; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-11 |
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