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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-03-18 |
| CA | RA | APPROVED | 2019-06-19 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
605 E. Huntington Drive Suite 203, Monrovia, CA 91016 • United States
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • 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 | 05/2002 | 06/2019 |
| Foresters Financial Service - E85 Los Angeles - Cp | Monrovia | CA | 08/2012 | 06/2019 |
| Rental Property | Duarte | CA | 01/2014 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Monrovia | CA | 06/2019 | Present |
1) TREASURER AND SECRETARY ON BOARD OF DIRECTORS FOR HOA (CIRCLE G AT RIGGS HOMESTEAD RANCH HOMEOWNERS ASSOCIATION), ATTEND MEETINGS, VOTE ON ISSUES IMPACTING HOMEOWNERS, HELP MANAGE THE HOA BUDGET, 2/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-28 |
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