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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 | 2018-01-02 |
| MO | RA | APPROVED | 1998-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cindy J. Burke, Cpa | Warrrenton | MO | 01/1984 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/1997 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/1999 | Present |
| Burke Financial Advisors, Llc, Dba Burke Financial Advisors, | Warrrenton | MO | 07/2024 | Present |
1) CINDY J BURKE, LLC; INV RELATED; WARRENTON, MO; ACCOUNTING PRACTICE AND FINANCIAL SERVICE PRACTICE; OWNER/PRESIDENT SINCE 1981; 40HRS/WEEK: 2) FIRST STATE COMMUNITY BANK, NOT INV REL, WARRENTON, MO, BOARD MBR, ADVICE ON LOCAL BUS CLIMATE, VALUES, COMM SERVICE, SINCE 07/2008, <1H/WK 3) NAME OF OTHER BUSINESS: GEORGE & HELEN DUCKWORTH SCHOLARSHIP; INVESTMENT RELATED: YES; ADDRESS: 90 BELL ROAD WRIGHT CITY MO 63390; NATURE OF BUSINESS: SCHOLARSHIP; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE SCHOLARSHIP SELECTION COMMITTEE; 4) NAME OF OTHER BUSINESS: BURKE FINANCIAL ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 07/2024 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 20-30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20-30 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 5)NAME OF OTHER BUSINESS: BURKE FINANCIAL ADVISORS, LLC, DBA BURKE FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: CPA , APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: TAX PLANNING, ACCOUNTING, TAX PREPARATION;;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-13 |
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