Drew Alexander Goodrich

Current Employers

Employment History

• 09/2015 → Present
  Cetera Wealth Services, Llc
  Grand Blanc, MI
• 01/2020 → Present
  Dort Financial Credit Union
  Grand Blanc, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Dort Financial Investment Services
  Grand Blanc, MI

Previous Registrations

• 2014-11-07 → 2015-09-30
  Pnc Wealth Management Llc
  Novi, MI
  Waterford, MI
  Novi, MI
  Livonia, MI
• 2013-04-03 → 2014-11-12
  J.P. Morgan Securities Llc
  Flint, MI
  Genesee, MI
  Clio, MI
  Flint, MI

Other Businesses

1. NAME OF OTHER BUSINESS: DORT FINANCIAL CREDIT UNION INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT UNION START DATE: 02/2020 POSITION/TITLE/RELATIONSHIP: INVESTMENT SEVICES EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: EMPLOYEE OF CREDIT UNION - PROVIDING FINANCIAL SEVICES OF B/D ON CREDIT UNION PREMISE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2015 APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: DORT FINANCIAL INVESTMENT SERVICES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2013-03-30
• S63 Uniform Securities Agent State Law Examination
  2011-11-15

Other Names

• Drew A Goodrich