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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-27 |
| TX | RA | APPROVED | 2026-08-24 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | Present |
| Meisinger Usa | Phoenix | AZ | 04/2016 | 11/2016 |
| Unemployed | Phoenix | AZ | 11/2016 | 01/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2026 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 08/2026 | Present |
1. IRONWOOD FAMILY WEALTH ADVISORS, DBA FOR CETERA BUSINESS; 2. EIGHTEEN PROPERTIES LLC, USED FOR RENTAL PROPERTY THAT WAS LIQUIDATED, 100% OWNER, 0-1/HRS/WK; 3. VICEROY HOLDINGS LLC, FLOW THROUGH ENTITY FOR BUSINESS AT CETERA, 100% OWNER, 0-1/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-21 |
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