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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| OH | RA | APPROVED | 2019-06-20 |
Branch Locations
4807 Rockside Road Suite 250, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Independence | OH | 07/2010 | 06/2019 |
| River Trace South Hoa | Seven Hills | OH | 06/2014 | 06/2018 |
| Foresters Advisory Services Llc | Independence | OH | 07/2015 | 06/2019 |
| Cetera Investment Advisers Llc | Independence | OH | 06/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
1.) VACATION RENTAL PROPERTY FACILIATED THROUGH AIRBNB.COM, 1HR/WK 2.) CLEVELAND SECURITIES; DBA FOR CETERA BUSINESS 3.) OWNER OF CLEVELAND SECURITIES, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-31 |
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