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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-05-05 |
Branch Locations
Overland Park, KS • United States
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Overland Park | KS | 12/2012 | 10/2017 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 10/2017 | 08/2021 |
| Payee Representative For Phyllis Korfhage | Stilwell | KS | 03/2006 | 10/2017 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 08/2021 | 12/2024 |
| Grove Point Investments, Llc | Rockville | MD | 12/2023 | 12/2024 |
| Transamerica Financial Advisors | Cedar Rapids | IA | 01/2025 | 04/2025 |
| Wfgia | Cedar Rapids | IA | 12/2024 | 04/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-21 |
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