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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | Present |
| Dba Wealth Health, Llc | Avon | OH | 12/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. FRC TAX, LLC. , 35651 DETROIT RD AVON, OH 44011, 5-8 HRS/WK FEB-APR, STARTED: 02/02/2013, TAX PREPERATION, PAID PER TAX RETURN PROCESSED. 2. NAME OF OTHER BUSINESS: AMERICAN TAX SERVICE; INVESTMENT RELATED: NO; ADDRESS: 613 CLEVELAND STREET, ELYRIA, OH 44035; NATURE OF BUSINESS: TAX PREPARATION; START DATE: 02/01/2017; POSITION/TITLE/RELATIONSHIP: TAX PREP - PTIN; APX NUMBER OF HOURS PER WEEK: 25 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS. 3. NAME OF OTHER BUSINESS: DBA WEALTH HEALTH, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING; START DATE: 12/07/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 35+ HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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