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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charterone Bank | Toledo | OH | 04/2014 | 06/2017 |
| Cco Investment Services | Toledo | OH | 04/2014 | 06/2017 |
| Pnc Bank | Toledo | OH | 06/2017 | 10/2018 |
| Pnc Investments | Pittsburgh | PA | 06/2017 | 10/2018 |
| Fisher Investments | Plano | TX | 10/2018 | 05/2023 |
| Reserve Fund Advisers Llc | St. Petersburg | FL | 05/2023 | 06/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 09/2023 | 11/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 09/2023 | 11/2024 |
| Confidence Wealth Management | Henderson | NV | 11/2024 | 05/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2025 | Present |
| First Merchants Investment Services | Plymouth | MI | 05/2025 | Present |
| Cetera Investment Advisors Llc | Plymouth | MI | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-29 |
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