Fox Purlee

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; 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; 2. NAME OF OTHER BUSINESS: COLLEGE CHOICE, INVESTMENT RELATED: YES, ADDRESS: #5 VAUGHN DR. SUITE 100, PRINCETON, NJ 08540, NATURE OF BUSINESS: 529 SAVINGS CDS/FDIC INSURED, POSITION/TITLE/RELATIONSHIP: REP, START DATE: 12/2011 APX NUMBER OF HOURS PER MONTH: 12-20, BRIEF DESCRIPTION OF DUTIES: SALES; 3. NAME OF OTHER BUSINESS: FOX PURLEE WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: OWNER, BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF ALL BUSINESS DECISIONS; 4. NAME OF OTHER BUSINESS: FOX RENTAL PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTIES; START DATE: 6/2021; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: RENTAL RESPONSIBILITIES, UPKEEP, SCHEDULING CONTRACTORS, SERVICE AND REPAIRS, ADVERTISING AND COLLECTING RENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-12
• S63 Uniform Securities Agent State Law Examination
  2000-06-06

Other Names

• Fox Purlee