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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| TX | RA | APPROVED_RES | 2025-02-20 |
Branch Locations
838 Eglin Parkway Ne, Fort Walton Beach, FL 32547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 07/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 07/2018 | 12/2021 |
| Cuna Mutual Group | Waverly | IA | 07/2018 | 12/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 12/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 12/2024 | Present |
| Eglin Federal Credit Union | Fort Walton Beach | FL | 12/2024 | Present |
| Cetera Investment Advisers Llc | Fort Walton Beach | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2002-09-06 |
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