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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 05/2010 | 04/2017 |
| Suntrust Bank | Tampa | FL | 05/2010 | 04/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2017 | 05/2019 |
| Cetera Investment Advisers Llc | Tampa | FL | 05/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2019 | Present |
1.) SALVATION ARMY, VOLUNTEER BOARD MEMBER 2.) GULF COAST DENTAL VOLUNTEER BOARD MEMBER, PROVIDE DENTAL SERVICES AND CARE TO THOSE IN NEED, 30/MINS/WK; VOLUNTEER BOARD MEMBER/TREASURER FOR CAMBRIDGE CHRISTIAN SCHOOL, LIMITED ROLE REVIEWING BALANCE SHEETS & INCOME STATEMENTS PERIODICALLY PREPARED BY SCHOOL'S CFO, NO ACCESS TO BANK ACCOUNTS NOR CHECK SIGNING PRIVILEGES, 30/MINS/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-13 |
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