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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_RES | 2024-03-21 |
| WA | RA | APPROVED | 2024-03-21 |
Branch Locations
920 N Argonne Rd Ste 204, Spokane Valley, WA 99212 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Spokane Valley | WA | 07/2010 | 05/2017 |
| Cetera Advisors Llc | Denver | CO | 07/2017 | Present |
| The Extra Mile Academy | Liberty Lake | WA | 07/2014 | Present |
| Ross Tax Consulting | Liberty Lake | WA | 03/2018 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Corey Ross Consulting, Llc | Spokane Valley | WA | 02/2023 | Present |
1.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, ANNUITIES, AND LONG TERM CARE 2.NAME OF OTHER BUSINESS: THE EXTRA MILE ACADEMY INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: FINANCIAL LITERACY NON PROFIT START DATE: 7/2014 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: EXECUTIVE DIRECTOR BRIEF DESCRIPTION OF DUTIES: GENERAL DUTIES 3.NAME OF OTHER BUSINESS: COREY ROSS CONSULTING, LLC , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: THE EXTRA MILE ACADEMY (TEMA) INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX PREPARATION, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS TAX PREPARATION SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
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