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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 | 2022-04-20 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
15 Scotts Corner Drive, Montgomery, NY 12549 • United States
Cornwall-On-Hudson, NY • United States
Cornwall-On-Hudson, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walden Savings Bank | Montgomery | NY | 04/2016 | Present |
| Cetera Investment Advisers Llc | Montgomery | NY | 04/2016 | Present |
| Cetera Investment Serivces Llc | St.CLoud | MN | 04/2016 | Present |
1) 241 HUDSON ST COH LLC, RENTAL REAL ESTATE, COLLECT RENT AND MAINTAIN PROPERTY, 100% OWNER, SAME AS REGISTERED LOCATION 2) MICHEL TAX SERVICES LLC, PREPARE TAX RETURNS FOR INDIVIDUALS AND BUSINESSES, 100% OWNER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-24 |
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