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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
TX RA APPROVED_RES 2023-06-29
WA RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29
  • WA RA
    APPROVED
    Since 2023-06-29

Branch Locations

1220 Main Street Suite 440, Vancouver, WA 98660 • United States

15597 Se Mill Plain Blvd, Vancouver, WA 98684 • 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
Dept. Of Defense (Army) Washington DC 05/1993 Present
Boyce Financial Group, Llc Vancouver WA 06/2007 01/2020
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Boyce Financial Group, Llc Dba Boyce Financial Group Vancouver WA 01/2020 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Crosscoast Legacy Partners Vancouver WA 01/2025 Present
  • 05/1993 → Present
    Dept. Of Defense (Army)
    Washington, DC
  • 06/2007 → 01/2020
    Boyce Financial Group, Llc
    Vancouver, WA
  • 01/2013 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2020 → Present
    Boyce Financial Group, Llc Dba Boyce Financial Group
    Vancouver, WA
  • 06/2023 → Present
    Schaumburg, IL
  • 01/2025 → Present
    Crosscoast Legacy Partners
    Vancouver, WA
Previous Registrations
  • 2000-10-20 → 2008-12-31
    Interwest Financial Advisors, Llc
    Vancouver, WA
Other Businesses

(1) NAME OF OTHER BUSINESS: BOYCE FINANCIAL GROUP, LLC DBA BOYCE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; (2) NAME OF OTHER BUSINESS: CROSSCOAST LEGACY PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: RECRUITING PLATFORM, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: LEADING RECRUITMENT EFFORTS, IDENTIFYING AND ONBOARDING NEW ADVISORS, BUILDING RELATIONSHIPS WITH PROSPECTIVE CANDIDATES, AND DEVELOPING STRATEGIES TO ATTRACT TOP TALENT TO SUPPORT BUSINESS GROWTH AND EXPANSION;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-06-08
  • S66 Uniform Combined State Law Examination
    2000-06-08
Designations

View on SEC IAPD

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