Erin Christine Kiyomi Egesdal

Current Employers

Cetera Investment Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-28
HI	RA	APPROVED	2023-06-29
WA	RA	APPROVED	2023-06-29

TX RA
APPROVED

Since 2025-01-28
HI RA
APPROVED

Since 2023-06-29
WA RA
APPROVED

Since 2023-06-29

Branch Locations

Bellevue, WA • United States

745 Fort Street 1614, Honolulu, HI 96813 • 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

Organization	City	State	From	To
Vsr Financial Services, Inc	Overland Park	KS	02/2011	11/2016
Vsr Advisory Services, Inc	Overland Park	KS	04/2011	11/2016
Hawaii Financial Advisors, Inc.	Honolulu	HI	08/2015	Present
Summit Brokerage Services, Inc.	Honolulu	HI	09/2016	09/2019
Summit Financial Group Inc	Boca Raton	FL	09/2016	05/2021
Cetera Wealth Services, Llc	El Segundo	CA	09/2019	Present
Cetera Investment Advisers Llc	Schaumburg	IL	06/2023	Present

02/2011 → 11/2016

Vsr Financial Services, Inc

Overland Park, KS
04/2011 → 11/2016

Vsr Advisory Services, Inc

Overland Park, KS
08/2015 → Present

Hawaii Financial Advisors, Inc.

Honolulu, HI
09/2016 → 09/2019

Summit Brokerage Services, Inc.

Honolulu, HI
09/2016 → 05/2021

Summit Financial Group Inc

Boca Raton, FL
09/2019 → Present

Cetera Wealth Services, Llc

El Segundo, CA
06/2023 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2016-09-01 → 2021-05-20

Summit Financial Group Inc

Honolulu, HI

Bellevue, WA
2016-09-02 → 2016-11-02

Vsr Financial Services, Inc.

Overland Park, KS

Honolulu, HI
2011-05-02 → 2016-09-01

Vsr Financial Services, Inc.

Overland Park, KS

Honolulu, HI

Other Businesses

(1) NAME OF OTHER BUSINESS: HAWAII FINANCIAL ADVISORS ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 07/2020 POSITION/TITLE/RELATIONSHIP: PARTNER / FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES ; (2) NAME OF OTHER BUSINESS: BELLEVUE FINANCIAL ADVISORS ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 07/2020 POSITION/TITLE/RELATIONSHIP: FOUNDER / FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INVESTMENT MANAGEMENT SERVICES ; (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: 07/2020 ; APX NUMBER OF HOURS PER WEEK: 12 ; APX NUMBER OF HOURS DURING TRADING HOURS: 12 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-29

S66 Uniform Combined State Law Examination

2011-04-29

Designations

Other Names

Erin Christine Kiyomi Geary

View on SEC IAPD