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6154 Innovation Way, Carlsbad, CA 92009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-11 |
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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 04/2011 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 05/2016 | 12/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2016 | 08/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 08/2025 |
| Seaside Wealth Management, Inc. | Carlsbad | CA | 08/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2016 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2016 | 08/2025 |
| Cetera Advisors Llc | Denver | CO | 05/2015 | 08/2025 |
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: 07/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE ; 2) NAME OF OTHER BUSINESS: THE ROSIE NETWORK ; INVESTMENT RELATED: NO ; ADDRESS: 9242 LIGHTWAVE AVE, SAN DIEGO, CA 92123 NATURE OF BUSINESS: FINANCIAL EDUCATION ; START DATE: 09/2016 ; POSITION/TITLE/RELATIONSHIP: EDUCATOR ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TEACH A CLASS IN A SERIES WHICH EMPOWERS VETERANS TO LAUNCH AND GROW THEIR BUSINESS ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-02 |
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