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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 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
2157 Country Hills Dr Ste 211, Antioch, CA 94509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proclaim Promotions | Concord | CA | 10/2000 | 08/2021 |
| Voya Financial Advisors | Walnut Creek | CA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| 2727 Alamo Ct. Llc | Oakley | CA | 01/2022 | Present |
1) NAME OF ENTITY: independent insurance agent; Yes; 2157 Country Hills Dr. Suite 211 Antioch, CA 94509, fixed insurance sales; independent insurance agent; 9/22/2011; 160; 160; sales of fixed insurance products 2) NAME OF ENTITY:KEVIN WILSON-RENTAL; No; 2719 almondridge dr; antioch; CA; 94509; RENTAL PROPERTY; OWNER; 8/14/2018; 1; 0; Landlord 3) NAME OF OTHER BUSINESS: 2727 ALAMO CT. LLC; INVESTMENT RELATED: NO; ADDRESS: 527 MERCURY CT, OAKLEY, CA 94561; NATURE OF BUSINESS: REAL ESTATE MANAGEMENT; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGING PARTNER; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/12/2009 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS: LIFE, ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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