Deanna Cilnyk Roeger

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2022-09-06

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	05/2014	11/2018
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	05/2014	11/2018
Hanson Financial Services	Green Bay	WI	09/2012	11/2018
Cwm, Llc Dba Carson Group Partners	Omaha	NE	11/2018	04/2019
Cetera Advisor Networks	El Segundo	CA	11/2018	04/2019
Deanna Roeger	Green Bay	WI	06/2014	Present
Heritage Financial Partners, Llc	Green Bay	WI	01/2016	04/2019
Mcdonald Partners Llc	Cleveland	OH	05/2021	08/2022
Mai Capital Management, Llc	Cleveland	OH	08/2022	Present

2021-06-14 → 2022-08-10

Mcdonald Partners Llc

Cleveland, OH

Cleveland, OH
2018-11-06 → 2019-04-16

Cwm, Llc

Green Bay, WI

Green Bay, WI
2014-05-05 → 2018-11-16

Cambridge Investment Research Advisors, Inc.

Green Bay, WI
2012-01-09 → 2012-05-08

Raymond James Financial Services Advisors, Inc

Green Bay, WI
2009-10-01 → 2010-08-30

Hsbc Securities (Usa) Inc.

Buffalo, NY

Buffalo, NY
2008-03-26 → 2009-09-21

Banc Of America Investment Services, Inc.

Buffalo, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-08-23

Other Firms