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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
10805 Hickory Ridge Rd Ste 215, Columbia, MD 21044 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2013 | Present |
| Resonant Financial Management | Columbia | MD | 10/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 03/01/2016 APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: HUNTER CAPITAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2013, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: OWNER, DBA NAME FOR FINANCIAL SERVICES; 3. HUNTER CAPITAL, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, SALES/CONSULTING OF RETAIL SMALL BUSINESSES, START 12/2014, <5HRS/WK (TRADING HOURS), MANAGING DIRECTOR - CONSULTING IN THE SALES PROCESS FOR ACQUISITIONS OF SMALL BUSINESSES BY INSTITUTIONAL PURCHASERS; 4. NAME OF OTHER BUSINESS: DBA JANOSKIE FINANCIAL & ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: RESONANT FINANCIAL MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS:SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND INSURANCE BUSINESS; START DATE:10/2020; POSITION/TITLE/RELATIONSHIP: PARTNER/REGISTERED REPRESENTATIVE/AGENT; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE BUSINESS; 6. NAME OF OTHER BUSINESS: 11 EMOTIONS ; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BOOK WRITING; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 5; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: WRITING, EDITING AND MARKETING BOOK, AVAILABLE AS SPEAKER ON BOOK TOPIC; 7. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BUSINESS CONSULTING; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BUSINESS CONSULTANT; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING SERVICES RELATED TO RESEARCH, ENGINEERING, MANUFACTURING, ASSEMBLY, PRODUCTION, SALES, MARKETING, DISTRIBUTION AND BUSINESS STRUCTURES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-29 |
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