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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-09-11 |
| CA | RA | APPROVED | 2025-09-08 |
Branch Locations
333 S. Anita Drive-Suite 700, Orange, CA 92868 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orange Capital Management | Orange | CA | 06/2012 | 12/2018 |
| First Allied Securities, Inc | San Diego | CA | 06/2015 | 12/2018 |
| Strategic Advisers Llc | Boston | MA | 03/2025 | 08/2025 |
| Fidelity Investments | Boston | MA | 01/2019 | 08/2025 |
| Cetera Advisors Llc | St Cloud | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1. NAME OF OTHER BUSINESS: ORANGE CAPITAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING SERVICES TO CLIENTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-04 |
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