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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 | 2024-03-21 |
Branch Locations
420 N Evergreen Rd Suite 500, Spokane Valley, WA 99216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Bch Financial Group | Denver | CO | 11/2017 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START JANUARY 2015, 3 HOURS PER WEEK - VARIES DURING TRADING (2) NAME OF OTHER BUSINESS: CORE FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES DBA ; START DATE: 03/2020 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40+ ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR INDIVIDUALS AND CORPORATIONS ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-22 |
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