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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-01-21 |
Branch Locations
1722 S Union Avenue, Tacoma, WA 98405 • United States
Bonney Lake, WA • United States
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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2005 | Present |
| Harborstone Credit Union | Tacoma | WA | 07/2005 | 01/2022 |
| Cetera Investment Advisers Llc | Lakewood | WA | 01/2014 | Present |
| Heritage Bank | Tacoma | WA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-14 |
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