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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-08 |
| ID | RA | APPROVED | 2025-09-05 |
| WA | RA | APPROVED | 2025-09-04 |
Branch Locations
2149 8Th Ave W, Seattle, WA 98119 • United States
1420 Fifth Ave, Suite 2625, Seattle, WA 98101 • United States
9 Tenth St, Priest River, ID 83856 • United States
5250 Old Orchard Rd Suite 300, Skokie, IL 60077 • United States
515 Pine Street, Suite D, Sandpoint, ID 83864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Russell Investments | Seattle | WA | 06/2002 | 06/2020 |
| Fp Transitions | Lake Oswego | OR | 09/2020 | 02/2021 |
| Cetera Wealth Services, Llc | San Diego | CA | 09/2021 | 09/2025 |
| Cetera Advisors Llc | St Cloud | MN | 09/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2021 | 09/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2021 | 09/2025 |
| First Allied Investments Inc | San Diego | CA | 09/2021 | 09/2022 |
| Na | Seattle | WA | 07/2020 | 08/2020 |
| Na | Seattle | WA | 02/2021 | 08/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-17 |
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