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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-03-25 |
Branch Locations
3217 Fiechtner Drive Suite C, Fargo, ND 58103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Gravity Family Office Services, Llc | Lakeway | TX | 12/2023 | 03/2024 |
| Treasure Island Coins | Fargo | ND | 11/2014 | 09/2016 |
| Reiles Transfer & Delivery Inc | Fargo | ND | 09/2016 | 03/2017 |
| Padgett Business Services | Fargo | ND | 01/2013 | 05/2021 |
| Profitwise Accounting | San Diego | CA | 06/2021 | 08/2021 |
| Secure Edge Tax Strategies | Fargo | ND | 08/2021 | 11/2021 |
| Elite Tax & Consulting, Pllc | Fargo | ND | 11/2021 | 03/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2024 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Elite Tax And Consulting Pllc | Fargo | ND | 11/2021 | Present |
| Rahn Holdings, Llc | Fargo | ND | 07/2021 | Present |
1. NAME OF OTHER BUSINESS: ELITE TAX AND CONSULTING PLLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING, TAX PREP AND PLANNING, AND CONSULTING START DATE: 11/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 50 BRIEF DESCRIPTION OF DUTIES: OVERSEE MARKETING, SALES, OPERATIONS, AND FINANCE; 2. NAME OF OTHER BUSINESS: RAHN HOLDINGS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OVERSEE PROPERTY; 3. NAME OF OTHER BUSINESS: LUX WEALTH ADVISORS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S66 | Uniform Combined State Law Examination | 2004-07-14 |
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