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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 | 2025-10-13 |
| SC | RA | APPROVED | 2021-11-12 |
Branch Locations
115 Fairchild Street Suite 320, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 04/2018 | 11/2021 |
| Minnesota Life Insurance Co | St. Paul | MN | 04/2018 | 11/2021 |
| Commonwealth Financial | Daniel Island | SC | 04/2018 | 11/2021 |
| Michael Oana Retirement Planning Specialist | Columbia | SC | 05/2017 | 04/2018 |
| University Of South Carolina | Columbia | SC | 08/2014 | 05/2018 |
| First Allied Securities, Inc. | San Diego | CA | 11/2021 | 09/2022 |
| First Allied Advisory Services | Schaumburg | IL | 11/2021 | 11/2021 |
| Cetera Advisors Llc | Daniel Island | SC | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2021 | Present |
1) COASTAL STRATEGIC CAPITAL; PARTNER; DBA; START DATE: 11/15/2021; 160 HOURS PER MONTH. 2) COASTAL STRATEGIC CAPITAL; PARTNER; INSURANCE; START DATE: 11/15/2021; 160 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-26 |
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