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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-19 |
| TX | RA | APPROVED_RES | 2020-11-12 |
Branch Locations
1000 South Ave Suite 103, Staten Island, NY 10314 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 03/2009 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Staten Island | NY | 09/2022 | Present |
| Lone Star College - Montgomery | Conroe | TX | 01/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1) BH WEALTH MANAGEMENT; PRESIDENT INSURANCE; START: 3/1/2009 2) JAIMIE BLACKMAN. VOLUNTEER SERVICES. MUSIC PERFORMANCE. STARTED 1/1/2011. 3) ARC- ADULT RESOURCE CENTER; PRESIDENT; NON-PROFIT ORGANIZATION; START DATE:01/01/2003; 4 HOURS A MONTH. 4) INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE: 04/01/2017; 80 HOURS PER MONTH. 5) ID360; CONSULTANT; CONSULTING; START DATE 05/29/2019; 4 HOURS PER MONTH. 6) MMR MAGAZINE; COLUMNIST; OTHER; START DATE: 01/15/2020; 8 HOURS PER MONTH. 7)NAME OF OTHER BUSINESS: JAIMIE BLACKMAN & COMPANY DBA MONEY CAPSULES; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MUSIC &WELLNESS EDUCATION; START DATE: 06/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3-5; APX NUMBER OF HOURS DURING TRADING HOURS: 3-5; BRIEF DESCRIPTION OF DUTIES: CREATE CONTENT, ORGANIZE TALKS AND PODCASTS, MUSIC, WELLNESS EDUCATION, PODCAST AND SPEAKING; 8) NAME OF OTHER BUSINESS: LONE STAR COLLEGE-MONTGOMERY; INVESTMENT RELATED: NO; ADDRESS: 3200 COLLEGE PARK DRIVE CONROE, TX 77384; NATURE OF BUSINESS: MUSIC EDUCATION; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: TEACH STUDENTS ABOUT AMERICAN MUSIC;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-25 |
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