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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2012 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2012 | 09/2023 |
| Aspire Capital Advisors Llc Dba Sound Financial Investments Inc. | Tacoma | WA | 09/2023 | 03/2024 |
| Puget Sound Financial Strategies | Tacoma | WA | 09/2023 | 03/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2024 | Present |
| Cetera Investment Advisers Llc | Renton | WA | 05/2024 | Present |
1. DELIVERY SERVICES FOR UBER, UBER EATS, LYFT, DOORDASH, 15-20/HRS/WK 2. DELIVERY DRIVER FOR AMANZON; 15 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-14 |
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