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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Des Moines | IA | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Des Moines | IA | 11/2016 | 12/2016 |
| Community State Bank | Ankeny | IA | 12/2016 | Present |
| Cetera Wealth Services, Llc | Ankeny | IA | 01/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: COMMUNITY STATE BANK DBA CSB FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 12/2016; 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: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: SOUTHLAWN CATERING COMPANY INVESTMENT RELATED: NO ADDRESS: 518 SW SOUTHLAWN DR ANKENY IA NATURE OF BUSINESS: CATERING POSITION/TITLE/RELATIONSHIP: CO-OWNER START DATE: 03/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH BEHIND THE SCENE ORDERING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-08 |
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