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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 | 2026-03-23 |
| HI | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc. | Overland Park | KS | 10/2010 | 09/2016 |
| Vsr Advisory Services, Inc. | Overland Park | KS | 10/2010 | 09/2016 |
| Crown Wealth Management, Inc. | Honolulu | HI | 08/2015 | 09/2019 |
| Summit Brokerage Services, Inc. | Honolulu | HI | 09/2016 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | El Segundo | CA | 09/2016 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) - - DBA-CROWN WEALTH MANAGEMENT; INVESTMENT RELATED ; 700 BISHOP ST. 17TH FLOOR, HONOLULU, HI 96813; LIFE INSURANCE AND LTC; AGENT; BEGAN 07/31/2015; 5 HOURS PER WEEK; SELL FIXED ANNUITIES, LIFE INSURANCE, DISABILITY INSURANCE, AND LTC INSURANCE. (2) - - LEGAL SHIELD; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; IDENTITY PROTECTION SERVICES; ASSOCIATE; START 5/15/2018; APX 1-5 HOURS/MONTH, APX 1-5 DURING TRADING; REFER CLIENTS TO LEGAL SHIELD FOR IDENTITY PROTECTION SERVICES (3) KAT KUHN DESIGN HOUSE; NOT INVESTMENT RELATED; 1811 HALEKOA DR HONOLULU, HI 96821; REAL ESTATE STAGING CONTRACTOR; HELPER; 08/03/2018; APPX 5 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; OCCASIONALLY HELP OWNER (WIFE) MOVE FURNITURE, PUT TOGETHER FURNITURE, HANG ART, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-14 |
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