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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • ID RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

12592 W Explorer Drive Suite 115, Boise, ID 83713 • United States

Middleton, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pro Financial Meridian ID 09/1999 10/2025
Gull Inc Boise ID 01/1998 Present
Voya Financial Advisors Boise ID 09/2014 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Gull Wealth Management Boise ID 01/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 09/1999 → 10/2025
    Pro Financial
    Meridian, ID
  • 01/1998 → Present
    Gull Inc
    Boise, ID
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Boise, ID
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2023 → Present
    Gull Wealth Management
    Boise, ID
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF ENTITY: Gull, Inc; No; SAME AS REGISTERED LOCATION ; commercial rental property; owner; 1/1/1998; 1; 1; landlord 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION ; FIXED INSURANCE SALES; independent insurance agent; 12/3/1999; 160; 160; sales and service of fixed insurance products 3. NAME OF ENTITY: Max Shine Windows LLC; No; SAME AS REGISTERED LOCATION ; 83644; Commercial & Residential Window Cleaning; Registered Agent; 9/15/2020; 2; 0; Mentor, start up capital; 4. NAME OF OTHER BUSINESS: GULL WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-02
S63 Uniform Securities Agent State Law Examination 1999-11-02
  • S65 Uniform Investment Adviser Law Examination
    1999-12-02
  • S63 Uniform Securities Agent State Law Examination
    1999-11-02

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