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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vienna | VA | 02/2002 | 07/2018 |
| Cetera Advisors Llc | Denver | CO | 07/2018 | Present |
| Deep Powder Homes | Dillon | CO | 11/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: ALPINE WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: 6400 GOLDSBORO RD STE 550, BETHESDA, MD 20817; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 06/2018; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY ANNUITIES AND LONG-TERM CARE; 3. NAME OF OTHER BUSINESS: DEEP POWDER HOMES; INVESTMENT RELATED: NO; ADDRESS: 1211 W. KEYSTONE RD, #2730, DILLON, CO 80435; NATURE OF BUSINESS: RENTAL HOME; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE LOCAL PROPERTY MANAGER & BOOKINGS THROUGH AIRBNB;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-13 |
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