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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
MA RA APPROVED 2024-03-21
  • MA RA
    APPROVED
    Since 2024-03-21

Branch Locations

583 Chestnut Street Unit #6, Lynn, MA 01904 • 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
Cetera Advisors Llc Denver CO 09/2018 Present
Divirgilio Financial Group Lynn MA 08/2016 12/2019
Ccr Wealth Management Llc Lynn MA 02/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 09/2018 → Present
    Cetera Advisors Llc
    Denver, CO
  • 08/2016 → 12/2019
    Divirgilio Financial Group
    Lynn, MA
  • 02/2023 → Present
    Ccr Wealth Management Llc
    Lynn, MA
  • 03/2024 → Present
    Schaumburg, IL
Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 9/2018, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, PROPERTY AND CASUALTY; 2. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2023, 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; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-21
  • S66 Uniform Combined State Law Examination
    2019-10-21

View on SEC IAPD

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