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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-29 |
Branch Locations
11600 Manchester Rd Ste 100, St Louis, MO 63131 • United States
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 |
|---|---|---|---|---|
| Lloyd Naes C.P.A. | St Louis | MO | 01/1987 | Present |
| Paramount Financial Llc | St. Louis | MO | 02/2013 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Schmersahl Treloar And Company | St Louis | MO | 01/2021 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) CPA TAX CONSULTING AND COMPLIANCE - LLOYD NAES AND COMPANY, CPA'S LLC - FOR 30HRS/WK & 10HRS EVENING & WKENDS SINCE 1987;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-05 |
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