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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advisors Goup | Plano | TX | 06/2002 | Present |
| Vsr Financial Services Inc | Overland Park | KS | 01/2003 | 09/2016 |
| Ch Wealth Management | Richardson | TX | 01/2003 | Present |
| Vsr Advisory Services | Overland Park | KS | 11/2008 | 09/2016 |
| Summit Brokerage Services, Inc. | Garland | TX | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) - CRISTEN R. DETEAU; NOT INVESTMENT RELATED; 6800 HUNTLY DRIVE PLANO, TX 75023; INSURANCE; INDEPENDENT CONTRCTOR; BEGAN 2008; 15 HOURS PER MONTH WITH NONE DURING TRADING; LAFAYETTE INSURANCE CO, PENN MUTUAL LIFE INSURANCE CO, OHIO NATIONAL LIFE INSURANCE CO, AND MASS MUTUAL LIFE. (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2005 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS: FIXED: LIFE, ANNUITIES, LTC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-23 |
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