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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 | 2019-07-17 |
Branch Locations
100 Lexington Street Suite 100, Ft Worth, TX 76102 • United States
Arlington, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Advisory Services Llc | Fort Worth | TX | 04/2013 | 06/2019 |
| Foresters Financial | Fort Worth | TX | 09/2015 | 04/2017 |
| Children'S Charities Of Fort Worth | Fort Worth | TX | 05/2015 | Present |
| Foresters Financial Services | Fort Worth | TX | 04/2017 | 06/2019 |
| Aig | Houston | TX | 05/2017 | Present |
| Ceter Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Fort Worth | TX | 06/2019 | Present |
1. CHILDRENS CHARITIES OF FT. WORTH DIRECTOR FOR LOCAL CHARITY EVENTS. 2. OWNER AND MANAGER OF MUIRHEAD, LLC; INVESTMENT PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-30 |
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