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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| FL | RA | APPROVED | 2023-05-18 |
Branch Locations
2233 Park Ave Bldg 201 Ste B, Orange Park, FL 32073 • 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 |
|---|---|---|---|---|
| Voya Financial Advisors | Orange Park | FL | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2233 PARK AVE BLDG 201 STE B; ORANGE PARK; FL; 32073; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 6/9/2008; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Island View Baptist Church; No; 900 PARK AVE; ORANGE PARK; FL; 32073; Committee member; trustee; 9/13/2010; 8; 8; Vote on church business, maintenance projects, and formulates procedures for usage of church property by outside non-profit organizations.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-01 |
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