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
WA RA APPROVED 2025-11-25
  • WA RA
    APPROVED
    Since 2025-11-25

Branch Locations

1427 N Liberty Lake Rd, Liberty Lake, WA 99019 • 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
Wells Fargo Advisors, Llc Boise ID 06/2014 11/2016
Wells Fargo Clearing Services, Llc Boise ID 11/2016 07/2021
Cuso Financial Services, Lp San Diego CA 07/2021 09/2022
Numerica Credit Union Spokane Valley WA 07/2021 10/2025
Cetera Investment Services Llc St Cloud MN 09/2022 Present
Cetera Investment Advisers Llc Spokane Valley WA 09/2022 Present
Washington Trust Bank Liberty Lake WA 11/2025 Present
  • 06/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Boise, ID
  • 11/2016 → 07/2021
    Boise, ID
  • 07/2021 → 09/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2021 → 10/2025
    Numerica Credit Union
    Spokane Valley, WA
  • 09/2022 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 09/2022 → Present
    Spokane Valley, WA
  • 11/2025 → Present
    Washington Trust Bank
    Liberty Lake, WA
Previous Registrations
  • 2022-09-16 → 2025-10-15
    Coeur D Alene, ID
    Spokane Valley, WA
  • 2021-07-02 → 2022-09-16
    Cuso Financial Services, L.P.
    Spokane Valley, WA
    Spokane Valley, WA
    Post Falls, ID
  • 2014-06-19 → 2021-07-08
    Boise, ID
    Spokane, WA
    Saint Maries, ID
    Kellogg, ID
    Coeur D Alene, ID
    Coeur D Alene, ID
    Spokane, WA
    Hayden Lake, ID
    Priest River, ID
    Coeur D Alene, ID
    Coeur D'ALene, ID
    Post Falls, ID
    Spokane, WA
    Spokane, WA
    Coeur D Alene, ID
    Spokane, WA
  • 2007-06-21 → 2014-06-23
    Spokane, WA
    Spokane, WA
    Spokane, WA
    Spokane, WA
    Moscow, ID
    Hayden, ID
    Spokane, WA
    Spokane, WA
    Spokane, WA
    Rosalia, WA
    Spokane, WA
    Moscow, ID
    Spokane, WA
    Pullman, WA
    Colfax, WA
    Spokane, WA
    Potlatch, ID
    Lewiston, ID
    Spokane, WA
    Reardan, WA
    Davenport, WA
    Spokane, WA
    Spokane Valley, WA
    Spokane, WA
    Harrington, WA
    Sprague, WA
    Spokane Valley, WA
    Spokane, WA
    Spokane, WA
    Pullman, WA
    Lewiston, ID
    Grangeville, ID
    Liberty Lake, WA
    Spokane, WA
    Ritzville, WA
    Liberty Lake, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-20
S63 Uniform Securities Agent State Law Examination 1996-09-07
  • S66 Uniform Combined State Law Examination
    2007-06-20
  • S63 Uniform Securities Agent State Law Examination
    1996-09-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Liberty Lake, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor