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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| IL | RA | APPROVED | 2015-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2013 | Present |
| O&G Financial Consulting | Minier | IL | 08/2014 | 02/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2015 | Present |
| Orchard Financial Group | Minier | IL | 06/2021 | Present |
1) NAME OF OTHER BUSINESS: ORCHARD FINANCIAL GROUP INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: CEO / PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DETERMINE POLICY. STAFF MANAGEMENT. IMPLEMENT MISSION, POLICIES AND STRATEGY. LEAD ADVISOR TO OVERSEE ADVISORY PROCESS, VALUES, CLIENT CARE ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-04 |
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