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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-19 |
Branch Locations
655 W Broadway 12Th Fl , San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 06/2007 | 11/2020 |
| First Allied Advisory Services, Inc. | San Diego | CA | 07/2012 | 11/2020 |
| Lpl Financial Llc | San Diego | CA | 05/2026 | 07/2026 |
| Unemployed | Oceanside | CA | 01/2026 | 04/2026 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 11/2017 | 04/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2018 | 04/2021 |
| Cetera Advisors Llc | Denver | CO | 06/2007 | 04/2021 |
| Cetera Investment Services | Saint Cloud | MN | 06/2007 | 04/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2007 | 04/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | 04/2021 |
| Principal Life Insurance Co | Oceanside | CA | 04/2021 | 05/2024 |
| Principal Securities Inc | Des Moines | IA | 04/2021 | 05/2024 |
| Coursera | San Diego | CA | 05/2024 | 08/2024 |
| J Beltran Consulting | San Diego | CA | 08/2024 | 03/2025 |
| Seaside Wealth Management, Inc. | Carlsbad | CA | 04/2025 | 01/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2026 | Present |
| Cetera Advisers Llc | Greenwood Village | CO | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-07 |
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