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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-04-29 |
| CA | RA | APPROVED | 2024-04-26 |
Branch Locations
655 W Broadway 12Th Fl, San Diego, CA 92101 • United States
University Heights, OH • United States
1450 American Lane Suite 650, Schamburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-06-09 |
Branch Locations
655 W Broadway 12Th Fl, San Diego, CA 92101 • United States
University Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities | San Diego | CA | 02/2008 | Present |
| Advanced Equities Asset Management | San Diego | CA | 04/2011 | Present |
| First Allied Asset Management | San Diego | CA | 09/2010 | Present |
| Tower Square Investment Management Llc | El Segundo | CA | 06/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-02 |
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