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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-04-11 |
Branch Locations
1650 Sierra Ave.-Suite 101, Yuba City, CA 95993 • United States
Copperopolis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2003 | Present |
| Reed And Associates | Modesto | CA | 06/2013 | Present |
1)THIRD PARTY ADMINISTRATOR-CLIENT SVCS SINCE 05-CLIENT SVCS-HR/WK AS NEEDED. 2) BEHR & ASSOCIATES; NOT INV REL; YUBA CITY, CA; FINANCIAL ADVICE, WEALTH MANAGEMENT; FINANCIAL ADVISOR/WEALTH MANAGER; START DATE 1/1/11; 32 HRS/MTH: 3) SELLING HEALTH AND LONG TERM CARE INSURANCE THROUGH UNITED OF OMAHA - START DATE 10/2010: 4)REED & ASSOCIATES WEALTH & RETIREMENT MANAGEMENT, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; MODESTO, CA; FINANCIAL ADVISOR; SINCE 06/24/2013; 160 HRS/MONTH, 160 HRS/MONTH DURING SECURITIES TRADING HOURS: 5)FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 2/2016, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS, ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-24 |
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