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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
3923 West 95Th Street, Evergreen Park, IL 60805 • United States
15321 S 94Th Ave Ste 100, Orland Park, IL 60462 • United States
1200 Harger Road Suite 325, Oak Brook, IL 60523 • United States
1928 West Fulton #3, Chicago, IL 60612 • United States
Monee, IL • United States
Monee, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Megent Financial | Orland Park | IL | 06/2012 | 02/2019 |
| Lpl Financial, Llc | Orland Park | IL | 04/2016 | 02/2019 |
| Opus Wealth Partners, Llc | Lisle | IL | 04/2016 | 02/2019 |
| Cetera Advisors Llc | Denver | CO | 02/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2012; POSITION/TITLE/RELATIONSHIP: EXECUTIVE MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: MANAGE OFFICE; 2. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:8/2012 ; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S66 | Uniform Combined State Law Examination | 2014-02-05 |
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