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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
6200 Stoneridge Mall Rd 3Rd Flr, Pleasanton, CA 94588 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc | San Ramon | CA | 09/2014 | 06/2021 |
| Wiline Network | San Carlos | CA | 08/2014 | 12/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| At&T | San Ramon | CA | 04/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2010 CROW CANYON PLACE SUITE 100; SAN RAMON; CA; 94583; fixed insurance sales; independent insurance agent; 9/13/2005; 160; 160; sales of fixed insurance products|NAME OF ENTITY:AT&T; No; 5001 EXECUTIVE PKWY; SAN RAMON; CA; 94503; SALES; SALES EXECUTIVE; 4/10/2017; 20; 0; BUSINESS SALES|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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