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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 | 2023-06-29 |
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
4212 Capitol Boulevard Se Suite 100, Tumwater, WA 98501 • United States
4212 Capitol Boulevard Se Suite 100, Tumwater, WA 98501 • United States
1917 South 72Nd St Ste 25-26, Tacoma, WA 98408 • United States
12Th & Pendleton Bldg 2201, Ft Lewis, WA 98433 • United States
2602 N Proctor St #103, Tacoma, WA 98407 • United States
Jackson & Gardner Lp Rd Bldg 9035, Ft Lewis, WA 98433 • United States
17100 State Route 507 Se, Yelm, WA 98597 • United States
8308 Quinault Dr Ne, Lacey, WA 98516 • United States
1495 Wilmington Dr, Dupont, WA 98327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MULTIPLE LINES OF INSURANCE START DATE: 1/2015 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: DISABILITY, LONG-TERM CARE, AND LIFE INSURANCE PLUS FIXED ANNUITIES 2. NAME OF OTHER BUSINESS: - NAME OF OTHER BUSINESS: AMERICA'S CREDIT UNION DBA ACU FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CREDIT INSTITUTION POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE START DATE: 4/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES IN THE CREDIT UNION 3. NAME OF OTHER BUSINESS: N/A - JUSTIN C. DEUTSCH; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: NOTARY; START DATE: 09/01/2015; POSITION/TITLE/RELATIONSHIP: NOTARY; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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