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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 | 2024-01-31 |
| AZ | RA | APPROVED | 2022-02-07 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Chandler, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Service - E85 Los Angeles - Cp | Monrovia | CA | 04/2002 | 06/2019 |
| Foresters Financial Service - E85 Los Angeles - Cp | Monrovia | CA | 08/2012 | 06/2019 |
| Rental Property | Duarte | CA | 01/2014 | 01/2022 |
| San Dimas Chamber Of Commerce | San Dimas | CA | 06/2019 | 08/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
1) JOHNSON FAMILY TRUST TRUSTEE 50% OWNER 2) OWNER AND FINANCIAL ADVISOR FOR GUIDED JOURNEY FINANCIAL PLANNING; DBA FOR CETERA BUSINESS 3) VICE PRESIDENT OF BNI; NETWORKING GROUP; TRACKING EDUCATION UNITS, ATTENDANCE, REFERRALS AND MEETINGS; 2-5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-04 |
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