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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 | 2024-08-15 |
| OK | RA | APPROVED | 2020-11-12 |
Branch Locations
3101 N Hemlock Circle Suite 130, Broken Arrow, OK 74012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benson Financial Services, Inc. | Broken Arrow | OK | 01/1998 | Present |
| First Allied Securities, Inc. | Tulsa | OK | 05/2010 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Broken Arrow | OK | 09/2022 | Present |
| Mc Heritage, Llc | Deep River City | IA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1. BENSON FINANCIAL SERVICES, INC. DIRECT OWNER. STARTED 1/1/1998. SPEND 10 HOURS PER MONTH DURING MARKET HOURS ON THIS BUSINESS; 2. VINEYARD FINANCIAL GROUP, INC. DBA/INSURANCE. ASSOCIATE. STARTED 1/1/1996. SPEND 40 HOURS PER MONTH DURING MARKET HOURS ON THIS BUSINESS; 3. VINEYARD FEDERAL BENEFIT ADVISORS; CERTIFIED FEDERAL BENEFIT ADVISOR; MARKETING/NETWORKING; START DATE 10/25/2013; 12 HOURS PER MONTH; 4. NAME OF OTHER BUSINESS: MC HERITAGE, LLC, INVESTMENT RELATED: NO, ADDRESS: 5335 V18 ROAD, DEEP RIVER CITY, IA, 52222, NATURE OF BUSINESS: FARMLAND, START DATE: 02/2024, POSITION/TITLE/RELATIONSHIP: PART OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTED FARMLAND;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-26 |
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