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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_RES | 2026-07-27 |
| FL | RA | APPROVED | 2022-07-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palm Harbor Middle School Ptsa | Palm Harbor | FL | 08/2013 | 02/2017 |
| T3 Digital Media Llc Dba Rank Mountain Dba Z Rad Dba Seopro Mark | Palm Harbor | FL | 11/2010 | 02/2018 |
| Wells Fargo Advisors, Llc | Trinity | FL | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Trinity | FL | 11/2016 | 02/2018 |
| Pampered Chef | Palm Harbor | FL | 10/2014 | 12/2016 |
| Achieva Credit Union | Palm Harbor | FL | 02/2018 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2019 | Present |
| Cetera Investment Advisers Llc | Palm Harbor | FL | 06/2022 | Present |
1.) T3 DIGITAL MEDIA LLC DBA RANK MOUNTAIN, WEBSITE DESIGN AND SEO SERVICES, 50% OWNER, 1-2/HRS/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-07 |
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