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Kristina K. Elgee

Cetera Investment Advisers LLC

Santa Rosa Beach, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-20
  • FL RA
    APPROVED
    Since 2023-01-20

Branch Locations

2587 S County Hwy 395, Santa Rosa Beach, FL 32459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Pensacola FL 07/2016 01/2023
Mml Investors Services, Llc Pensacola FL 03/2017 01/2023
Regions Bank Destin FL 01/2023 Present
Cetera Investment Services Llc Saint Cloud MN 01/2023 Present
Cetera Investment Advisers Llc Destin FL 01/2023 Present
  • 07/2016 → 01/2023
    Massachusetts Mutual Life Insurance Company
    Pensacola, FL
  • 03/2017 → 01/2023
    Mml Investors Services, Llc
    Pensacola, FL
  • 01/2023 → Present
    Regions Bank
    Destin, FL
  • 01/2023 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 01/2023 → Present
    Cetera Investment Advisers Llc
    Destin, FL
Previous Registrations
  • 2017-03-25 → 2023-01-10
    Mml Investors Services, Llc
    Panama City, FL
    Pensacola, FL
    Miramar Beach, FL
  • 2015-05-28 → 2017-03-25
    Msi Financial Services, Inc.
    Panama City, FL
    Panama City, FL
    Panama City, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-20
  • S66 Uniform Combined State Law Examination
    2015-03-20
Other Names
  • Kristina Kay Ward
  • Kristina Ward Blier

View on SEC IAPD

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LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
BAUGH FINANCIAL

Other Investors

BRYAN DONALD MULLIN
ROBERT P COLETTA
James M Livingston
GEORGE MAYO LIVINGSTON
James William Roberson
Micah Gibson
Seth Alan Maier
WILLIAM GERALD SADLER

Other Offices

PALM VIEW INVESTMENTS · SANTA ROSA BEACH, FL
OSAIC WEALTH, INC. · SANTA ROSA BEACH, FL
LIVINGSTON FINANCIAL PLANNING, INC. · SANTA ROSA BEACH, FL
LIVINGSTON FINANCIAL PLANNING, INC. · Santa Rosa Beach, FL
EDWARD JONES · SANTA ROSA BEACH, FL
HERITAGE OAK WEALTH ADVISORS · SANTA ROSA BEACH, FL
LPL FINANCIAL LLC · SANTA ROSA BEACH, FL
KINGSVIEW WEALTH MANAGEMENT, LLC · Miramar Beach, FL

More in Santa Rosa Beach, FL

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