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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-21 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
Rockport, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 10/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.DBA: CCR WEALTH MANAGEMENT LLC, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, INVESTMENTS AND FINANCIAL PLANNING SERVICES, START OCTOBER 2014, 40 HRS PER WEEK - DURING TRADING HOURS, FINANCIAL ADVISOR. 2.TOWN OF ROCKPORT MASSACHUSETTS AMBULANCE DEPARTMENT, NOT INVESTMENT RELATED, 37 BROADWAY, ROCKPORT, MA 01966, AMBULANCE SERVICE, START 2008, 5 HOURS PER WEEK - NOT DURING TRADING HOURS, PART-TIME EMT. 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC; 4. NAME OF OTHER BUSINESS: CONSERVATION COMMISSION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: CONSERVATION COMMISSION FOR THE TOWN OF ROCKPORT, MA; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: COMMISSION MEMBER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN MEETINGS TO SEE IF PROPOSED BUILDING MEET FED, STATE, AND LOCAL GUIDELINES; 5. NAME OF OTHER BUSINESS: TOWN OF ROCKPORT MASS SELECT BOARD; INVESTMENT RELATED: NO; ADDRESS: 34 BROADWAY, ROCKPORT, MA, 01966; NATURE OF BUSINESS: BOARD; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: SELECT BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SET DIRECTION, LEGISLATE POLICIES, & APPOINT ALL NON-ELECTED OFFICIALS, CALL ALL TOWN MEETINGS/ELECTIONS & PROPOSE BUDGETS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-18 |
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