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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-27 |
| FL | RA | APPROVED | 2026-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| Gibson Taylor & Company | Fort Myers | FL | 05/2026 | Present |
| Merrill Lynch/Bank Of America | Jericho | NY | 01/2020 | 04/2023 |
| Inoram Settlement Advisors Llc | Hicksville | NY | 03/2004 | 01/2020 |
| Edward Jones | St Louis | MO | 04/2023 | 06/2026 |
1. NAME OF OTHER BUSINESS: GIBSON TAYLOR & COMPANY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 5/2026 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-01 |
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