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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-10 |
Branch Locations
225 Seven Farms Dr Ste 106, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Commonweatlh Financial Group | Daniel Island | SC | 06/2003 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 06/2004 | 08/2023 |
| Securian Financial Services | St. Paul | MN | 06/2004 | 08/2023 |
| Cetera Wealth Services, Llc | Daniel Island | SC | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) COMMONWEALTH FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2018 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Agent/Broker 2) FIRST BAPTIST CHURCH ORANGEBURG POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2018 ADDRESS: , Orangeburg SC , United States DESCRIPTION: Member 3) Blanchard NAME OF OTHER BUSINESS: JENNIFER BLANCHARD; INVESTMENT RELATED: NO; ADDRESS: 74 W RIDGE DRIVE BRYSON CITY, NC 28713; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL HOME; 4) NAME OF OTHER BUSINESS: THE SAMARITAN HOUSE OF ORANGEBURG; INVESTMENT RELATED: NO; ADDRESS: 1580 MIDDLETON ST ORANGEBURG, SC 29115; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE FUNDRAISING COMMITTEE AND HELP PLAN EVENTS AND SELL RAFFLE TICKETS FOR THE HOMELESS SHELTER; 5) NAME OF OTHER BUSINESS: ORANGEBURG CIVIC BALLET; INVESTMENT RELATED: NO; ADDRESS: 1321 SPRINGDALE DR, ORANGEBURG, SC 29118; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE BOARD MAKING DECISIONS FOR THE ORGANIZATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-30 |
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