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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 | 2026-03-03 |
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
8880 Cal Center Dr Suite 160, Sacramento, CA 95826 • United States
Cameron Park, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Financial Services, Llc. | Minneapolis | MN | 04/2008 | 01/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 04/2008 | 01/2017 |
| Lpl Financial, Llc | Sacramento | CA | 02/2017 | 02/2020 |
| Cuna Brokerage Services Inc. | Waverly | IA | 02/2020 | 05/2022 |
| Schoolsfirst Fcu | Santa Ana | CA | 02/2020 | 05/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2022 | Present |
| Wealth Advancement Inc. | Sacramento | CA | 01/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: VILLAGE AT FAIR OAKS HOA INVESTMENT RELATED: NO ADDRESS: 160 BLUE RAVINE RD FOLSOM NATURE OF BUSINESS: HOME OWNER'S ASSOCIATION START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: .1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY BOARD MEETINGS, SIGN MEETING MINUTES AND HELP MAKE DECISIONS THAT ARE IN THE COMMUNITY'S BEST INTEREST 2. NAME OF OTHER BUSINESS: JEREMEY HILL INVESTMENT RELATED: NO ADDRESS: 5318 SABLEWOOD LANE, FAIR OAKS, CA 95628 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 05/2019 POSITION/TITLE/RELATIONSHIP: LANDLORD APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2022; APX NUMBER OF HOURS PER WEEK: LESS THAN 2; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: WEALTH ADVANCEMENT INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: OWNER/FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-20 |
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