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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
OH RA APPROVED 2024-03-21
  • OH RA
    APPROVED
    Since 2024-03-21

Branch Locations

35651 Detroit Road, Avon, OH 44011 • United States

Avon, OH • 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
American United Life Rocky River OH 02/2014 05/2019
Oneamerica Securities Rocky River OH 02/2014 05/2019
Cetera Advisors Llc Denver CO 05/2019 Present
Velocity Advisors, Llc Toledo OH 02/2014 Present
Baystyle Llc, Dba Baystyle Salon Suites Bay Village OH 06/2023 02/2024
West Oviatt Properties, Llc Bay Village OH 06/2023 02/2024
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Wealth Health, Llc Avon OH 10/2024 Present
Wealth Health Llc Avon OH 10/2024 Present
  • 02/2014 → 05/2019
    American United Life
    Rocky River, OH
  • 02/2014 → 05/2019
    Oneamerica Securities
    Rocky River, OH
  • 05/2019 → Present
    Cetera Advisors Llc
    Denver, CO
  • 02/2014 → Present
    Velocity Advisors, Llc
    Toledo, OH
  • 06/2023 → 02/2024
    Baystyle Llc, Dba Baystyle Salon Suites
    Bay Village, OH
  • 06/2023 → 02/2024
    West Oviatt Properties, Llc
    Bay Village, OH
  • 03/2024 → Present
    Schaumburg, IL
  • 10/2024 → Present
    Wealth Health, Llc
    Avon, OH
  • 10/2024 → Present
    Wealth Health Llc
    Avon, OH
Previous Registrations
Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 05/2019, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2) VELOCITY ADVISORS, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2014, PARTNER, APX NUMBER OF HOURS PER WEEK: 50, 32.5. DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3) NAME OF OTHER BUSINESS: LORAIN COUNTY GOP; INVESTMENT RELATED: NO; ADDRESS: 457 GRISWOLD RD ELYRIA OH 44035; NATURE OF BUSINESS: ELECTION SERVICE; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: OUTREACH COORDINATOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER AND DROP OFF FLYERS DOOR TO DOOR; 4) NAME OF OTHER BUSINESS: UNITED STATES NAVAL ACADEMY/OHIO NATIONAL GUARD; INVESTMENT RELATED: NO; ADDRESS: 121 BLAKE ROAD ANNAPOLIS, MD 21402; NATURE OF BUSINESS: RECRUITING; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: BLUE AND GOLD OFFICER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: MEET WITH PROSPRCTIVE RECRUITS AND EDUCATE ON THE ACADEMY AND NAVY, INTERVIEW FOR ADMISSION, COMMUNICATE WITH FAMILIES; 5) NAME OF OTHER BUSINESS: WEALTH HEALTH, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES,6) NAME OF OTHER BUSINESS: WEALTH HEALTH LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: AKRON CITY FC- LORAIN; INVESTMENT RELATED: NO; ADDRESS: 36680 WEST SHORE PARKWAY, NORTH RIDGEVILLE, OH 44039; NATURE OF BUSINESS: SOCCER CLUB; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ORGANIZE THE SOCCER TEAM AND MAKE SURE VENUE AND PLAYERS ARE TAKEN CARE OF;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-19
  • S66 Uniform Combined State Law Examination
    2007-04-19

View on SEC IAPD

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