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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
MO RA APPROVED 2003-08-08
  • MO RA
    APPROVED
    Since 2003-08-08

Branch Locations

2833 B East Battlefield Street Suite 114, Springfield, MO 65804 • 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
Cetera Financial Specialists Llc Schaumburg IL 06/2002 Present
Cetera Investmnt Advisers Llc Schaumburg IL 08/2003 Present
Asset Division Solutions, Llc Ozark MO 11/2012 01/2026
Zynergy Financial Group Llc Springfield MO 10/2014 Present
  • 06/2002 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2003 → Present
    Cetera Investmnt Advisers Llc
    Schaumburg, IL
  • 11/2012 → 01/2026
    Asset Division Solutions, Llc
    Ozark, MO
  • 10/2014 → Present
    Zynergy Financial Group Llc
    Springfield, MO
Other Businesses

1) DBA ZYNERGY FINANCIAL GROUP LLC; INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; FINANCIAL SERVICES; START 10/2014; 60 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER. 2) ZYNERGY FINANCIAL GROUP LLC; NOT INVESTMENT RELATED; ADDRESS IS THE REGISTERED LOCATION; CPA FIRM; START 10/2014; 60 HOURS/WEEK DURING SECURITIES TRADING HOURS; OWNER/ACCOUNTING. 3) NAME OF OTHER BUSINESS: DIEHARD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: REAL ESTATE RENTAL ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF REAL ESTATE PROPERTY ; 4) NAME OF OTHER BUSINESS: CHICKS R US LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RESTAURANT ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: LLC FORMED WITH THE INTENTION OF PURCHASING A FAST FOOD DINING FRANCHISE ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-24
  • S66 Uniform Combined State Law Examination
    2002-10-24
Designations
Other Names
  • Kelly Jean Greenlee
  • Kelly Danielson
  • Kelly Jean Danielson

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