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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
1295 Northland Drive Suite #200, Mendota Heights, MN 55120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adams Consulting Group, Llc | Bloomington | MN | 06/2012 | Present |
| Voya Financial Advisors | Bloomington | MN | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY: Independent Insurance Agent; Yes; 1650 TECHNOLOGY STREET STE 1080; BLOOMINGTON; MN; 55431; Fixed Insurance Sales; Independent Insurance Agent; 10/30/2012; 10; 10; Sales of fixed insurance 2. NAME OF ENTITY:Adams Consulting Group, LLC; Yes; 1650 WEST 82ND ST STE 1080; BLOOMINGTON; MN; 55431; Financial Services / DBA; Financial Professional/Registered Rep; 6/8/2012; 40; 40; Sale of fixed insurance and securities products; 3. NAME OF OTHER BUSINESS: PARK LANE JEWELRY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FASHION JEWELRY; START DATE: 9/2026; POSITION/TITLE/RELATIONSHIP: STYLIST; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RECEIVE CASH BACK AND DISCOUNTS ON OWN PURCHASES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-26 |
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