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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 | 2025-07-02 |
| MN | RA | APPROVED | 2019-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Defense | Washington | DC | 05/2010 | 04/2019 |
| Unity Bank | Rush City | MN | 05/2019 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Rush City | MN | 07/2019 | Present |
1. CREO FINANCIAL SERVICES 50% OWNER PAYROLL & BOOKKEEPING FOR LOCAL SMALL BUSINESSES 2. RENTAL PROPERTY. 50% OWNER WITH SPOUSE 3. UNITED STATES NAVY, AVIATION BOATSWAINS MATE HANDLER 4. MEMBER OF TUSEN TACK ORGANIZATION FINANCE COMMITTEE; PROVIDING GUIDANCE ON MATTERS OF FINANCIAL POLICY; UPDATE AND STRUCTURE PROCESSES FOR THE DIFFERENT PROGRAMS T HAT REQUIRE BUDGETS; 2 HRS/MOS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-12 |
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