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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
Branch Locations
4379 Colonial Blvd Suite 100, Fort Myers, FL 33971 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 10/2018 | 04/2024 |
| United Subcontractors Inc. | Fort Myers | FL | 12/2015 | 10/2018 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2024 | Present |
| Achieva Credit Union | Fort Myers | FL | 05/2024 | Present |
| Cetera Investment Advisers Llc | Fort Myers | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-16 |
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