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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joe Todisco Insurance | Billings | MT | 06/1995 | Present |
| Voya Financial Advisors | Big Timber | MT | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF ENTITY: Big Timber Lions Club; No; 220 MCLEOD ST; BIG TIMBER; MT; 59011; community service organization; Member; 5/1/2020; 8; 3; attending meetings and helping out with projects when needed| 2) NAME OF ENTITY: Independent Insurance Agent; Yes; 209 MCLEOD ST; BIG TIMBER; MT; 59011; fixed insurance sales; Independent Insurance Agent; 4/25/2006; 24; 24; sales of fixed insurance products| 3) NAME OF ENTITY: RND PARTNERS LLC; Yes; 209 MCLEOD ST; BIG TIMBER; MT; 59011; DBA; OWNER; 06/20/2021; 50; 40; DBA FOR SALE OF SECURITIES AND FINANCIAL ADVICE| 4) NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 212 HOOPER ST BIG TIMBER, MT 59011; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL HOUSE FOR INCOME;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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