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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 | 2019-04-15 |
| IN | RA | APPROVED | 2014-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 03/2010 | Present |
| Star Financial Bank | Ft Wayne | IN | 03/2010 | Present |
| Cetera Investment Advisers Llc | Fort Wayne | IN | 01/2014 | Present |
1.) GEORGETOWN BOWL/USBC, SECRETARY OF BOWLING LEAGUE, 2 HRS/WEEK, $0.15 PER BOWLER PER WEEK ABOUT $8.40 PER WEEK FOR 15 WEEKS. 2.) SALE OF FIXED INSURANCE TO BE WRITTEN THROUGH SWM AGENCY, LLC AND JBC COMPANIES (DBA FOR JACKSON BROKERAGE CORP) 3.) SSDT PROPERTIES, LLC, RENTAL HOMES, DUTIES INCLUDE DECISION MAKING ON PROPERTY UPKEEP ANDMAINTAINING BANK RECORDS ANDPROFIT/LOSS STATEMENTS, 25% OWNER WITH WIFE AND PARENTS AS OTHER OWNERS 4.) POWER OF ATTORNEY FOR PARENTS (BRIAN S & SHELLY L MAHLAN)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-11 |
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