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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Rocky River Presbyterian Church | Rocky River | OH | 08/2003 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) FIXED INSURANCE AGENT (2) JOPAR INC/DBA GERST TAX SERVICES, START 1/01/06, 22374 LORAIN RD FAIRVIEW PARK OH 44126, TAX PREPARATION AND BOOKKEEPING, 40HR/WK, OWNER/CPA (3) NAME OF OTHER BUSINESS: PBJ & D PROPERTIES LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: COMMERCIAL RENTAL PROPERTY ; START DATE: 06/2018 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF OFFICE SPACE ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-14 |
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