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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2004-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2004 | Present |
| Well Span Health | Chambersburg | PA | 05/2020 | Present |
1) CONTINENTAL LIFE INSURANCE COMPANY/INSURANCE AGENT, APPROX. 2-4HRS PER WEEK NOT INVESTMENT RELATED - RENEWALS FOR LIFE INSURANCE,LTC,FIXED & VARIABLE ANNUITIES - 8 HR WORK WEEK 2)LLC - NOT INVESTMENT RELATED - RENTAL PROPERTIES - VICE PRESIDENT - START DATE: 2002 3)NOT INVESTMENT RELATED - MEDICARE SUPPLEMENT PLANS - REPRESENTATIVE - WRITING MEDICARE SUPPLEMENTS - 2 HOUR WORK WEEK. 4) NAME OF OTHER BUSINESS: WELL SPAN HEALTH; INVESTMENT RELATED: NO; ADDRESS: 112 NORTH SEVENTH ST CHAMBERSBURG PA 17202; NATURE OF BUSINESS: COURIER LAUNDRY AND LINEN; START DATE: 5/2020; POSITION/TITLE/RELATIONSHIP: TRUCK DRIVER; APX NUMBER OF HOURS PER WEEK: 8 TO 16; APX NUMBER OF HOURS DURING TRADING HOURS: 8 TO 16; BRIEF DESCRIPTION OF DUTIES: DRIVING LAUNDRY TRUCK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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