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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 | 2024-07-31 |
| CA | RA | APPROVED | 2024-02-14 |
Branch Locations
2300 First Street Ste 350, Livermore, CA 94550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 03/2015 | 07/2019 |
| Bank Of America, N.A. | Oakland | CA | 02/2016 | 07/2019 |
| Morgan Stanley | Walnut Creek | CA | 07/2019 | 04/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 04/2021 |
| Cetera Advisors | St Cloud | MN | 02/2023 | 01/2024 |
| Cetera Advisors | St Cloud | MN | 12/2022 | 02/2023 |
| Self Employed | Walnut Creek | CA | 06/2021 | 11/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
| Bar Financial Partners Llc | Concord | CA | 02/2024 | Present |
1) NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-25 |
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