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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2020-11-12 |
Branch Locations
94-467 Alapoai Street, Mililani, HI 96789 • United States
1585 Kapiolani Blvd Ste. 1450, Honolulu, HI 96814 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2007 | 11/2019 |
| First Allied Securities, Inc. | San Diego | CA | 01/2020 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 02/2020 | 11/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Advisors Llc | Honolulu | HI | 09/2022 | Present |
| Next Step Roofing & Contracting Llc | Waipahu | HI | 06/2024 | Present |
1) NEXT STEP FOUNDATION; FOUNDING DIRECTOR; NON-PROFIT ORGANIZATION; START DATE: 7/13/2012; 4 HOURS PER MONTH. 2) JIMENEZ FAMILY TRUST; TRUSTEE; FIDUCIARY POSITION (TRUSTEE) START DATE 03/15/2015; 0 HOURS PER MONTH. 3) JIMENEZ ENTERPRISES; MEMBER; HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY; START DATE: 08/23/2017; 0 HOURS PER MONTH. 4) NAME OF OTHER BUSINESS: NEXT STEP ROOFING & CONTRACTING LLC; INVESTMENT RELATED: NO; ADDRESS: 94-150 LEOLEO ST UNIT 101 WAIPAHU, HI 96797; NATURE OF BUSINESS: ROOFING CONTRACTOR; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: RESPONSIBLE MANAGING EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE EMPLOYEES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-17 |
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