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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-02-17 |
Branch Locations
3000 Bee Ridge Road, Sarasota, FL 34239 • United States
Sarasota, FL • 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 |
|---|---|---|---|---|
| Achieva Credit Union | Sarasota | FL | 09/1998 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | Present |
| Cetera Investment Advisers Llc | Cape Coral | FL | 02/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-11 |
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