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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 | 2026-02-11 |
| PA | RA | APPROVED | 2026-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 04/2015 | 08/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Truist Bank | York | PA | 04/2025 | 12/2025 |
| Truist Bank | Dover | PA | 11/2024 | 04/2025 |
| Truist Bank | Dover | PA | 08/2024 | 11/2024 |
| Brewskees Of Shiloh | York | PA | 08/2022 | 08/2024 |
| Unemployed | Honey Brook | PA | 09/2021 | 07/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
| Bar Financial Partners By Cetera | Dover | PA | 12/2025 | Present |
NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS BY CETERA INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/1/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL (OR OWNER/PARTNER), APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-30 |
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