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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2007-11-12 |
Branch Locations
1857 N. Silversping Drive, Appleton, WI 54913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bellin, Inc | Greenville | WI | 08/2006 | 03/2018 |
| Apta Tax Service, Llc | Appleton | WI | 11/2005 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2007 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2007 | Present |
| Skyline Comedy Cafe | Appleton | WI | 10/2008 | 06/2018 |
1) APTA TAX SERVICE LLC, NOT INV REL, 1857 N SILVERSPRING DR APPLETON WI, TAX PREP-FULL SERV ACCTNG- BUSINESS CONSULTING, OWNER SINCE 2/06, MGT AND PERF OF ALL TASKS, 20 HOURS/WEEK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-15 |
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