Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • MD RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

9710 Monroe St, Cockeysville, MD 21030 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 06/2015 08/2023
Minnesota Life Insurance Co St Paul MN 06/2015 08/2023
Securian Capital Of The Chesapeake Hunt Valley MD 11/2015 Present
Cetera Wealth Services, Llc Towson MD 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
Kinnect Advisors Towson MD 08/2023 Present
Kinnect Consulting, Llc Towson MD 02/2025 Present
  • 06/2015 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 06/2015 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 11/2015 → Present
    Securian Capital Of The Chesapeake
    Hunt Valley, MD
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Towson, MD
  • 08/2023 → Present
    Schaumburg, IL
  • 08/2023 → Present
    Kinnect Advisors
    Towson, MD
  • 02/2025 → Present
    Kinnect Consulting, Llc
    Towson, MD
Previous Registrations
  • 2015-10-26 → 2023-08-10
    Securian Financial Services, Inc.
    Towson, MD
    Hunt Valley, MD
    St Paul, MN
  • 2014-11-18 → 2015-02-10
    Msi Financial Services, Inc.
    Elkridge, MD
    Baltimore, MD
  • 2011-11-29 → 2013-06-20
    Hunt Valley, MD
    North Bethesda, MD
  • 2003-06-05 → 2011-09-27
    Msi Financial Services, Inc.
    Stamford, CT
  • 2001-07-09 → 2002-08-27
    Hunt Valley, MD
Other Businesses

1. SCC FIXED INSURANCE POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2016 ADDRESS: , Towson MD , United States DESCRIPTION: Owner; 2. NAME OF OTHER BUSINESS: M&A REALTY HOLDINGS; INVESTMENT RELATED: NO; ADDRESS: 932, SOUTH CLINTON ST, BALTIMORE, MD 21224; NATURE OF BUSINESS: COMMERCIAL BUILDING; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR COMMERCIAL BUILDING; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 1/1994; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: KINNECT CONSULTING, LLC; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NO DUTIES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-01-06
S65 Uniform Investment Adviser Law Examination 2001-04-18
  • S63 Uniform Securities Agent State Law Examination
    2004-01-06
  • S65 Uniform Investment Adviser Law Examination
    2001-04-18
Other Names
  • Brian Walsh
  • Brian Walsh

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cockeysville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor