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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2010-07-28 |
Branch Locations
200 Rt 31 North Suite 114, Flemington, NJ 08822 • United States
Flemington, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2007 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2010 | Present |
| Everest Tax Consulting, Inc | Flemington | NJ | 10/2009 | Present |
| Everest Wealth Management | Flemington | NJ | 12/2010 | Present |
1) EVEREST WEALTH MANAGEMENT; DBA NAME FOR INVESTMENT PRACTICE - INV REL: 2) EVEREST TAX CONSULTING, INC; NOT INV REL; FLEMINGTON, NJ; ACCOUNTING PRACTICE; SHAREHOLDER, CPA; ACCOUNTING AND TAX SERVICES; START DATE 10/1/09; 120 HRS/MTH: 3)C & S OLA, LLC, NON-INVESTMENT RELATED, SAME ADDRESS AS REGISTERED LOCATION, HOLDS OFFICE LEASE FOR REAL ESTATE USED FOR INVESTMENT BUSINESS, START DATE 10/01/2009:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-28 |
| S65 | Uniform Investment Adviser Law Examination | 2010-07-27 |
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