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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • LA RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

404 E Gibson St, Suite 2D, Covington, LA 70433 • United States

Mandeville, LA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mandeville LA 03/2015 12/2020
Bank Of America, N.A. Mandeville LA 09/2015 12/2020
Cetera Advisors Llc St Cloud MN 12/2020 Present
Texada Wealth Management Covington LA 12/2020 Present
Arbor Lending Group Llc Covington LA 04/2021 12/2021
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Texada Energy, Llc Maneville LA 04/2024 Present
  • 03/2015 → 12/2020
    Mandeville, LA
  • 09/2015 → 12/2020
    Bank Of America, N.A.
    Mandeville, LA
  • 12/2020 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 12/2020 → Present
    Texada Wealth Management
    Covington, LA
  • 04/2021 → 12/2021
    Arbor Lending Group Llc
    Covington, LA
  • 03/2024 → Present
    Schaumburg, IL
  • 04/2024 → Present
    Texada Energy, Llc
    Maneville, LA
Previous Registrations
Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 11/2020, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. TEXADA WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 12/2020, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICE; 3. NAME OF OTHER BUSINESS: PARTNERS IN GIVING CHARITY ; INVESTMENT RELATED: NO; ADDRESS: 532 EAST BOSTON ST COVINGTON, LA 70433; NATURE OF BUSINESS: CHARITY GOLF TOURNAMENT ; START DATE: 4/2018 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: WORK TO RAISE AWARENESS, RAISE FUNDS AND ORGANIZE ANNUAL GOLF TOURNAMENT ; 4. NAME OF OTHER BUSINESS: TEXADA ENERGY, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: LLC, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: LLC TO RECEIVE ROYALTIES FROM EXTRACTING OIL AND GAS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-10
  • S66 Uniform Combined State Law Examination
    2015-07-10
Other Names
  • Dan Texada
  • Daniel E Texada

View on SEC IAPD

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