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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Whitewater | WI | 11/2015 | 12/2024 |
| Banco Services Inc. | Whitewater | WI | 11/2015 | 12/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Whitewater | WI | 12/2024 | Present |
| First Citizens State Bank | Whitewater | WI | 12/2024 | Present |
CLUB SECRETARY FOR WHITEWATER ROTARY CLUB; .5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-14 |
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