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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 | 2019-03-01 |
Branch Locations
2101 Mccullough Ave Suite 200, San Antonio, TX 78212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Houston | TX | 12/2012 | 03/2019 |
| Cetera Investment Advisers Llc | Houston | TX | 03/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2019 | Present |
1.) 100% OWNER OF TEXAS LEGACY PLANNERS PLLC: 100% OWNER OF INSURANCE AGENCY; WRITE FIXED INSURANCE BUSINESS- LIFE/HEALTH/DISABILITY/LTC; 4HRS WK. 2.) INTEGRATED WEALTH PLANNERS, DBA FOR CETERA BUSINESS, 100% OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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