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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 02/2008 | 12/2016 |
| Lpl Financial, Llc | San Diego | CA | 12/2016 | 07/2017 |
| Independent Financial Group | San Diego | CA | 08/2017 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2021 | Present |
| Cetera Advisers Llc | St Cloud | MN | 05/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2021 | Present |
| First Allied Securities Inc | San Diego | CA | 05/2021 | 09/2022 |
| Cetera Financial Specialists | Schaumberg | IL | 05/2021 | Present |
| Lyft | San Diego | CA | 05/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 05/2021 | Present |
1. NAME OF OTHER BUSINESS: LYFT; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: CONTRACT DRIVER / RIDESHARE; START DATE: 05/2017; POSITION/TITLE/RELATIONSHIP: CONTRACT DRIVER; APX NUMBER OF HOURS PER WEEK: 0-5; APX NUMBER OF HOURS DURING TRADING HOURS: 0-5; BRIEF DESCRIPTION OF DUTIES: CONTRACT DRIVER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-04 |
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