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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 | 2016-05-24 |
Branch Locations
8505 Technology Forest Fl Ste 803, The Woodlands, TX 77381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elizondo & Elizondo, Cpa'S | Laredo | TX | 11/1993 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/1999 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2016 | Present |
| Marathon Wealth Management | The Woodlands | TX | 11/2023 | Present |
1) ELIZONDO & ELIZONDO, CPA'S; NOT INV REL; LAREDO, TX; TAX AND ACCOUNTING SERVICES; PARTNER; START DATE 11/1/93; 220 HRS/MTH: 2) HAR-LAR LC; NON-INV REL; LAREDO, TX; MEMBER/MANAGER; REAL ESTATE; START DATE 01/2012; 5HR/MNTH 1/2HR DURING SECURITY TRADING HRS: 3) NAME OF OTHER BUSINESS: MARATHON WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-23 |
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