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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 | 2023-02-24 |
| NJ | RA | APPROVED | 2021-11-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerenberg And Kulawiak, Inc. | Stanhope | NJ | 06/2001 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2021 | Present |
1) KULAWIAK FINANCIAL SERVICES, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED: 2) NAME OF OTHER BUSINESS: NERENBERG & KULAWIAK, INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PRACTICE ; START DATE: 1/2023 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / ENROLLED AGENT ; APX NUMBER OF HOURS PER WEEK: 80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INCOME TAX PREP, BUSINESS BOOKKEEPING, PAYROLL PREPARATION, TAX AND BUSINESS CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-13 |
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