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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-24 |
Branch Locations
211 North Pennsylvania St 1St Floor, Indianapolis, IN 46204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorganchasena | Indianapolis | IN | 03/2007 | 09/2018 |
| J.P. Morgan Securities Llc | Indianapolis | IN | 10/2012 | 09/2018 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2024 | Present |
| Regions Bank | Indianapolis | IN | 10/2018 | Present |
| Cetera Investment Advisers Llc | Indianapolis | IN | 04/2025 | Present |
1. REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS; BOARD PRESIDENT OF RILEY CHEER GUILD; HELP RUN MEETINGS AND PROMOTE THE GUILD; 3 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-04 |
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