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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| UT | RA | APPROVED | 2023-06-29 |
Branch Locations
3109 West 4700 South, Taylorsville, UT 84129 • United States
10507 So Redwood Rd, South Jordan, UT 84095 • United States
12538 Creek Meadow Rd, Riverton, UT 84065 • United States
6799 South 900 East, Midvale, UT 84047 • United States
1479 East 2100 South, Salt Lake City, UT 84105 • United States
3675 S 900 E, Salt Lake City, UT 84106 • United States
1 disclosure category 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 | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Peak Gc Three Llc | Murray | UT | 03/2024 | 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: 11/2006 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, ANNUITIES AND LONG TERM CARE; 2) NAME OF OTHER BUSINESS: GRANITE CREDIT UNION ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CREDIT UNION ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES OF B/D ON CREDIT UNION PREMISES; 3) NAME OF OTHER BUSINESS: PEAK GC THREE LLC; INVESTMENT RELATED: NO; ADDRESS: 114 WEST WINCHESTER STREET MURRAY, UT 84107; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY INVESTMENT; 4) NAME OF OTHER BUSINESS: GRANITE INVESTMENT SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC CREATED FOR TAX PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-20 |
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